Go Back   CDN Business Directory > Main Category > Microsoft Money

 
 
Thread Tools Display Modes
  #1  
Old 10-14-2006, 04:20 AM
mattwolrad
Guest
 
Posts: n/a
Default Re: Changing from Web Connect to Direct Connect Download


--
Matt


"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, mattwolrad wrote:
> > Im using Money 2005 and my Financial Institution just changed from Web
> > Download to Direct Download for investments. Is there anyway for me to use my
> > existing account and update the settings for Direct Download to continue with
> > the online download without using the Merge feature? Has it changed at all
> > in Money 2006 or 2007.

> What is it you are trying to accomplish? Why do you want to avoid
> the merge feature? If it is the description that might make you
> think you will lose your old history if you merge, then go ahead and
> merge. While I don't expect you to lose anything in the process, do
> keep an extra copy or backup of your file in case you do need to
> undo something.
> Sorry, thought my first post did not take. Just not familiar with the merge feature and yes I was concerned that I would lose some old data.

 
Old 10-14-2006, 03:34 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Changing from Web Connect to Direct Connect Download

In microsoft.public.money, mattwolrad wrote:

- quote -

> Im using Money 2005 and my Financial Institution just changed from Web
> Download to Direct Download for investments. Is there anyway for me to use my
> existing account and update the settings for Direct Download to continue with
> the online download without using the Merge feature? Has it changed at all
> in Money 2006 or 2007.


What is it you are trying to accomplish? Why do you want to avoid
the merge feature? If it is the description that might make you
think you will lose your old history if you merge, then go ahead and
merge. While I don't expect you to lose anything in the process, do
keep an extra copy or backup of your file in case you do need to
undo something.



  #-1  
Old 10-14-2006, 01:35 AM
mattwolrad
Guest
 
Posts: n/a
Default Changing from Web Connect to Direct Connect Download

Im using Money 2005 and my Financial Institution just changed from Web
Download to Direct Download for investments. Is there anyway for me to use my
existing account and update the settings for Direct Download to continue with
the online download without using the Merge feature? Has it changed at all
in Money 2006 or 2007.

Thanks
--
Matt
 

Tags
changing, connect, direct, download, web
Similar Threads
Thread Forum Replies Last Post
Banks Droping Money Direct Connect Feature
dane_cantwell@yahoo.com: I have had a couple of banks that I have done business with stop supporting the direct bill pay from within Microsoft Money. In looking for a bank...
Microsoft Money 20 09-04-2006 09:34 PM
Online Banking via Direct Connect
Mitch: I am a long-time, now frustrated, Money user who is looking for a new online bank that allows me to take advantage of Money's full capabilities. ...
Microsoft Money 7 06-13-2004 11:55 PM
Bank of America Direct Connect
Joe: I find it hard to believe that Money doesn't do a two direct connection with Bank of America, yet Quicken does. Even if Microsoft had to use the...
Microsoft Money 2 01-18-2004 11:00 PM



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 07:14 PM.