Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #3  
Old 09-15-2006, 04:24 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Downloading from my bank

In microsoft.public.money, jpasmith wrote:

- quote -

> Thanks for the response. I live in a small, rural community and the folks at
> the bank are unfamiliar with how to download into Money. They do say that
> they can produce a QIF file. Once I get that downloaded, how do I get Money
> to import that?


That should work nicely. There are two ways.

By default after install of Microsoft Money, the *.QIF filetype will
be associated with Money. So if you launch/run the file from the web
site, Money will end up with the file.

Alternatively, get the file onto your disk. Then
File-> Import-> ImportStatement from within Money, or double-click
that file from Windows Explorer.


- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, jpasmith wrote:
> > > > I posted this in another community but I think it was the wrong place, so
> > > sorry if you've seen this before:
> > > > > I think this is really basic but I can't figure it out-- the bank I use is
> > > NOT listed as one of the banks that sync with Money, but I thought there was
> > > still a way to get my transactions into Money without manually entering them.
> > > Is this true? If so, how?
> > > 1. Check your bank's website to see if it has downloads available.

> > Banks with such a capability can be on the Microsoft list or not.
> > Money can accept OFX, QIF and usually even QFX files.
> > > 2. Select a different bank.
> > > 3. **********

>
  #2  
Old 09-15-2006, 04:12 PM
jpasmith
Guest
 
Posts: n/a
Default Re: Downloading from my bank

Thanks for the response. I live in a small, rural community and the folks at
the bank are unfamiliar with how to download into Money. They do say that
they can produce a QIF file. Once I get that downloaded, how do I get Money
to import that?


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, jpasmith wrote:
> > I posted this in another community but I think it was the wrong place, so
> > sorry if you've seen this before:
> > > I think this is really basic but I can't figure it out-- the bank I use is

> > NOT listed as one of the banks that sync with Money, but I thought there was
> > still a way to get my transactions into Money without manually entering them.
> > Is this true? If so, how?

> 1. Check your bank's website to see if it has downloads available.
> Banks with such a capability can be on the Microsoft list or not.
> Money can accept OFX, QIF and usually even QFX files.
> 2. Select a different bank.
> 3. **********

  #1  
Old 09-15-2006, 03:05 PM
Kevin
Guest
 
Posts: n/a
Default Re: Downloading from my bank

jpasmith,

Check your banks website for FAQ's regarding online banking and downloading
into MS Money.

If it's available, the FAQ's should fully describe what you can expect.

Hope this helps.

-Kevin
"jpasmith" <jpasmith[at]discussions.microsoft.com> wrote in message
news:F537A493-74D4-404A-9C88-8A2C2061A755[at]microsoft.com...
- quote -

> I posted this in another community but I think it was the wrong place, so
> sorry if you've seen this before:
> I think this is really basic but I can't figure it out-- the bank I use is
> NOT listed as one of the banks that sync with Money, but I thought there
> was
> still a way to get my transactions into Money without manually entering
> them.
> Is this true? If so, how?



 
Old 09-15-2006, 02:41 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Downloading from my bank

In microsoft.public.money, jpasmith wrote:

- quote -

> I posted this in another community but I think it was the wrong place, so
> sorry if you've seen this before:
> I think this is really basic but I can't figure it out-- the bank I use is
> NOT listed as one of the banks that sync with Money, but I thought there was
> still a way to get my transactions into Money without manually entering them.
> Is this true? If so, how?


1. Check your bank's website to see if it has downloads available.
Banks with such a capability can be on the Microsoft list or not.
Money can accept OFX, QIF and usually even QFX files.

2. Select a different bank.

3. **********
  #-1  
Old 09-15-2006, 02:31 PM
jpasmith
Guest
 
Posts: n/a
Default Downloading from my bank

I posted this in another community but I think it was the wrong place, so
sorry if you've seen this before:

I think this is really basic but I can't figure it out-- the bank I use is
NOT listed as one of the banks that sync with Money, but I thought there was
still a way to get my transactions into Money without manually entering them.
Is this true? If so, how?

 

Tags
bank, downloading
Similar Threads
Thread Forum Replies Last Post
Downloading From The Bank - help
Mark: I did the fix and can now open my money file. I had to repair the file as the home page showed values in the billions (were that it was true!) I...
Microsoft Money 4 07-31-2004 05:55 PM
Downloading bank statement
Al Pfeifle: Money was installed on my computer when I purchased it new and I downloaded my bank statements for about 14 months without a problem. The past...
Microsoft Money 2 05-02-2004 07:24 AM
Downloading bank statements
John B: Recently began getting an error message when downloading bank statements. The statement appears to be imported into money 2003, but I can't open...
Microsoft Money 2 02-13-2004 02:44 AM



Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

All times are GMT. The time now is 06:53 PM.