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  #4  
Old 09-28-2006, 11:30 PM
Michael Gordon, MVP
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Posts: n/a
Default Re: A step backwards? Bank no longer supports MS Money?!

Manual downloads isn't much of a problem, Jason -- and actually can have
some advantages.

--
Michael Gordon
MVP


"Jason Reeves" <JasonReeves[at]discussions.microsoft.com> wrote in message
news:71F1BBB1-8A41-4A25-A484-71D78D8AE2C8[at]microsoft.com...
- quote -

> My bank (a credit union) also updated their system recently and no longer
> supports MS Money or Quicken automatically. What keeps me with them is
> that
> they have a branch in my office building, so it is very convenient during
> the
> day to take care of financial matters, go to the ATM , etc. I never used
> that feature before, but I was thinking about it before they did this
> "upgrade."
> "MartyNg" wrote:
> > I'm using Microsoft Money 2006 for a while, and all of my
> > checking/savings accounts from my primary bank have updated
> > automatically. However, the bank recently updated it's online banking
> > system, and at the same time broken the compatibility with Money. I
> > spoke with customer support and they said that statements must now be
> > downloaded and manually imported into Money!
> > > I was just beginning to truly get the hang of Money and a lot of its

> > features, and now my bank goes and disables the compatibility! I have
> > tried to switch to Quicken, but that doesn't work either. I'm sure I
> > can figure out how to manually import all of my accounts, but that will
> > be a pain after having automatic updates for so long!
> > > I guess I just wanted to vent/ask - Have you guys ever seen a bank go

> > BACKWARDS technologically! I'm almost tempted to take all of my money
> > elsewhere!
> >


  #3  
Old 09-28-2006, 06:21 PM
Jason Reeves
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Posts: n/a
Default RE: A step backwards? Bank no longer supports MS Money?!

My bank (a credit union) also updated their system recently and no longer
supports MS Money or Quicken automatically. What keeps me with them is that
they have a branch in my office building, so it is very convenient during the
day to take care of financial matters, go to the ATM , etc. I never used
that feature before, but I was thinking about it before they did this
"upgrade."

"MartyNg" wrote:

- quote -

> I'm using Microsoft Money 2006 for a while, and all of my
> checking/savings accounts from my primary bank have updated
> automatically. However, the bank recently updated it's online banking
> system, and at the same time broken the compatibility with Money. I
> spoke with customer support and they said that statements must now be
> downloaded and manually imported into Money!
> I was just beginning to truly get the hang of Money and a lot of its
> features, and now my bank goes and disables the compatibility! I have
> tried to switch to Quicken, but that doesn't work either. I'm sure I
> can figure out how to manually import all of my accounts, but that will
> be a pain after having automatic updates for so long!
> I guess I just wanted to vent/ask - Have you guys ever seen a bank go
> BACKWARDS technologically! I'm almost tempted to take all of my money
> elsewhere!

  #2  
Old 09-21-2006, 12:21 AM
Michael Gordon, MVP
Guest
 
Posts: n/a
Default Re: A step backwards? Bank no longer supports MS Money?!

Yes, I saw that recently with a merger. I waited a while and --
eventually --moved to a different bank.

--
Michael Gordon
MVP


"MartyNg" <MartyNg[at]gmail.com> wrote in message
news:1158786976.312362.255520[at]b28g2000cwb.googlegroups.com...
- quote -

> I'm using Microsoft Money 2006 for a while, and all of my
> checking/savings accounts from my primary bank have updated
> automatically. However, the bank recently updated it's online banking
> system, and at the same time broken the compatibility with Money. I
> spoke with customer support and they said that statements must now be
> downloaded and manually imported into Money!
> I was just beginning to truly get the hang of Money and a lot of its
> features, and now my bank goes and disables the compatibility! I have
> tried to switch to Quicken, but that doesn't work either. I'm sure I
> can figure out how to manually import all of my accounts, but that will
> be a pain after having automatic updates for so long!
> I guess I just wanted to vent/ask - Have you guys ever seen a bank go
> BACKWARDS technologically! I'm almost tempted to take all of my money
> elsewhere!



  #1  
Old 09-21-2006, 12:02 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: A step backwards? Bank no longer supports MS Money?!

In microsoft.public.money, MartyNg wrote:

- quote -

> I guess I just wanted to vent/ask - Have you guys ever seen a bank go
> BACKWARDS technologically! I'm almost tempted to take all of my money
> elsewhere!


That's usually not too hard, except that you need to handle the
autopay of bills that you now have debiting from your old account.
Having some overlap in time for the two accounts usually works best.

 
Old 09-20-2006, 09:42 PM
William R Wood
Guest
 
Posts: n/a
Default Re: A step backwards? Bank no longer supports MS Money?!


"MartyNg" <MartyNg[at]gmail.com> wrote in message
news:1158786976.312362.255520[at]b28g2000cwb.googlegroups.com...
- quote -

> I'm using Microsoft Money 2006 for a while, and all of my
> checking/savings accounts from my primary bank have updated
> automatically. However, the bank recently updated it's online banking
> system, and at the same time broken the compatibility with Money. I
> spoke with customer support and they said that statements must now be
> downloaded and manually imported into Money!
> I was just beginning to truly get the hang of Money and a lot of its
> features, and now my bank goes and disables the compatibility! I have
> tried to switch to Quicken, but that doesn't work either. I'm sure I
> can figure out how to manually import all of my accounts, but that will
> be a pain after having automatic updates for so long!
> I guess I just wanted to vent/ask - Have you guys ever seen a bank go
> BACKWARDS technologically! I'm almost tempted to take all of my money
> elsewhere!


Yes, I have seen banks go backwards. And I took my money and went to a bank
that was going forward.

If you let any bank reduce your service and get away with it, they will
think they can pull that on you in the future as well.

Call them and ask to speak to the bank manager. Tell him/her that you will
change banks unless they restore support for direct downloads to Money. If
they refuse, tell the manager to have his staff send you a check for the
balance of your account and put it in a better bank.

Personally I don't care about or even want auto updating of my accounts but
my main bank (Citibank) still supports direct downloads to Money 2002 (and
all later versions). All other banks I use support one click active
statement (OFX) downloads from the bank's website to Money 2002 and I am
perfectly happy with that. You don't have to import the downloaded data
into Money, it happens automatically.

Regards

Bill Wood


  #-1  
Old 09-20-2006, 09:16 PM
MartyNg
Guest
 
Posts: n/a
Default A step backwards? Bank no longer supports MS Money?!

I'm using Microsoft Money 2006 for a while, and all of my
checking/savings accounts from my primary bank have updated
automatically. However, the bank recently updated it's online banking
system, and at the same time broken the compatibility with Money. I
spoke with customer support and they said that statements must now be
downloaded and manually imported into Money!

I was just beginning to truly get the hang of Money and a lot of its
features, and now my bank goes and disables the compatibility! I have
tried to switch to Quicken, but that doesn't work either. I'm sure I
can figure out how to manually import all of my accounts, but that will
be a pain after having automatic updates for so long!

I guess I just wanted to vent/ask - Have you guys ever seen a bank go
BACKWARDS technologically! I'm almost tempted to take all of my money
elsewhere!

 

Tags
backwards, bank, longer, money, step, supports
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