Re: M2007 questions...

#2 01-05-2007, 01:19 AM

I wasn't urging you to have a Passport control your access, only saying that
you MUST if you are using the (Via Third Party Is Not) Direct Services.

"Rob O." <RobO[at]discussions.microsoft.com> wrote in message
news:24EEDD0C-FA87-4E8F-9ECE-FEE775CEB0E9[at]microsoft.com...
- quote -

> I was not forced to use Passport, although I should go back and re-read
> what
> the advantages of using passport were.
> Anyway... here is the short blurb from my FI... it appears to be a true
> direct service
> "Direct Services are the fastest, easiest way to connect with your
> financial
> institution and have your statements automatically downloaded into Money
> directly from your financial institution."
> Thanks for the help!

#1 01-04-2007, 07:47 PM

You can look the FI up at http://www.microsoft.com/money/bankonline.aspx.
Careful reading of the fine print will answer the question. It might say
something along the lines of "Direct Services are good" or it might say
something along the lines of "Direct Services* are good...* But this joker
refuses to play along so we must use a third party to screen scrape the
website and morph the data hoping to get it to you more or less correctly."
They call what most of us here in the NG think of as Third Party a "Direct
Service" as though it is equal to the services most of us here in the NG
think of as a "Direct Service". Many posts each week suggest that the
"Direct Services" that are truly Direct are generally more available and
less troublesome than the "Direct" via Third Party services.

If you HAD TO use a Passport, then you are third-party.

"Rob O." <RobO[at]discussions.microsoft.com> wrote in message
news:E56FDC3E-A6FA-41C9-8ABB-C0629BA01F30[at]microsoft.com...
- quote -

> I am not sure if this is a direct download or third party? I don't
> remember
> how I did it when I set it up. Is there a way to tell after the fact? I
> assume it's a direct download.

01-04-2007, 03:53 AM

Thanks! I appreciate the help.

I am not sure if this is a direct download or third party? I don't remember
how I did it when I set it up. Is there a way to tell after the fact? I
assume it's a direct download.

Thanks again!

Rob O.

"Dick Watson" wrote:

- quote -

> Comments below.
> "Rob O." <RobO[at]discussions.microsoft.com> wrote in message
> news:707D1C79-4988-4C09-B02F-0501469EC4FE[at]microsoft.com...
> > I just started using Money 2007. I previously used Money 2003 for a very
> > short time. I have a couple of questions about the program...
> > > 1) I am currently using the essential register and have a question about
> > adding transactions manually. It seems that when using the essential
> > register to enter manual transactions they entered must be first entered
> > in
> > the "adjustments" register and must then sit there until they clear your
> > bank
> > and Money recognizes the transaction and places it in your actual
> > register.
> > But lets say I have a voided check that I want to enter manually that will
> > never clear the bank. If I enter it into the "adjustments" register, it
> > will
> > never "clear" and will never enter the actual register. Is there another
> > way
> > of entering transactions manually?
> Entering transactions by hand is not an Essential Thing.
> > 2) Should I be using the advanced register?
> My recommendation would be to use Advanced *. Especially if you were happy
> with M03.
> > 3) In M2003, you could set up your recurring income. I cannot seem to
> > locate where I would enter this info in 2007.
> Advanced Bills...
> > 4) Last one (for now). I have several suffixes within my one back
> > account.
> > I have my standard checking suffix, a savings suffix and a couple of loan
> > suffixes. One of the loan suffixes was added after I set up the account
> > in
> > M2007. For some reason it will not update like all the others do. Is
> > there
> > something I need to do to get this to work? I have tried re-creating it,
> > but
> > it wants me to recreate the entire account. Any suggestions?
> Others will have to take a swing at this. I don't do the download thing. For
> them to help, it would probably be very helpful to know if this is "Direct"
> or "Third Party" downloading.

#-1 12-20-2006, 12:07 AM

Comments below.

"Rob O." <RobO[at]discussions.microsoft.com> wrote in message
news:707D1C79-4988-4C09-B02F-0501469EC4FE[at]microsoft.com...
- quote -

> I just started using Money 2007. I previously used Money 2003 for a very
> short time. I have a couple of questions about the program...
> 1) I am currently using the essential register and have a question about
> adding transactions manually. It seems that when using the essential
> register to enter manual transactions they entered must be first entered
> in
> the "adjustments" register and must then sit there until they clear your
> bank
> and Money recognizes the transaction and places it in your actual
> register.
> But lets say I have a voided check that I want to enter manually that will
> never clear the bank. If I enter it into the "adjustments" register, it
> will
> never "clear" and will never enter the actual register. Is there another
> way
> of entering transactions manually?

Entering transactions by hand is not an Essential Thing.

- quote -

> 2) Should I be using the advanced register?

My recommendation would be to use Advanced *. Especially if you were happy
with M03.

- quote -

> 3) In M2003, you could set up your recurring income. I cannot seem to
> locate where I would enter this info in 2007.

Advanced Bills...

- quote -

> 4) Last one (for now). I have several suffixes within my one back
> account.
> I have my standard checking suffix, a savings suffix and a couple of loan
> suffixes. One of the loan suffixes was added after I set up the account
> in
> M2007. For some reason it will not update like all the others do. Is
> there
> something I need to do to get this to work? I have tried re-creating it,
> but
> it wants me to recreate the entire account. Any suggestions?

Others will have to take a swing at this. I don't do the download thing. For
them to help, it would probably be very helpful to know if this is "Direct"
or "Third Party" downloading.

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