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  #11  
Old 02-18-2007, 07:36 PM
Chris Cowles
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Posts: n/a
Default Re: M07 and MSN Money


"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:u23Gys5UHHA.600[at]TK2MSFTNGP05.phx.gbl...
- quote -

> I have a Custom checking account.

BTW, the Custom checking account was grandfathered from FirstUnion.
Wachovia no longer lists that package on their web site. The various types
available are listed at the URL below. But since even the Free Checking
lists Online Banking as free, I suspect that attribute refers to online
banking on the web, not through Money. My previous post lists the account
types that connect with Money for free.

http://www.wachovia.com/personal/pag...0_1427,00.html


  #10  
Old 02-18-2007, 07:27 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

"Jason" <no[at]thanks.net> wrote in message
news:%23ISRLm4UHHA.4252[at]TK2MSFTNGP02.phx.gbl...
- quote -

> Chris... I assume as a former First Union customer, you are also using
> zWachovia? Would you please confirm? If you've got free billpay through
> the 'Wachovia Bank' connection in Money, then they have indeed misled me,
> and I'll make a bigger stink.


I do connect through zWachovia. It is free, but apparently not forever if
you don't have the specified account types. I have a Custom checking
account. Investigate the minimums or fees for the various types. You may
find them acceptable.

https://www.wachovia.com/personal/pf...,,6069,00.html :

---Fees For Personal Accounts
Online Banking access through Quicken®, QuickBooks®, or Microsoft® Money:
$5.95 per month, following the three (3) month free trial period after your
enrollment date for new enrollees as of 2/1/2007. Existing customers using
the service will be assessed the $5.95 monthly fee effective 4/1/07.*

* Customers who access Wachovia Online Banking directly through personal
financial management software and have an active Crown Select, Crown
Classic, Crown Banking, Crown Access, Crown Regular, Crown Interest, Custom
Banking, Performance Banking or Command Asset Program will not be charged.


  #9  
Old 02-18-2007, 05:20 PM
Jason
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Hi Bob,

I have on-line BillPay through Wachovia now, and like Chris, for free. The
issue is that to use it I connect to 'zWachovia' through Money. Apparently,
their new credit cards don't work on 'zWachovia', and billpay is not an
option, even for a fee, on their other Money connection called 'Wachovia
Bank'.

Thus, it is not possible to use checking, credit, and billpay all at the
same time (in Money) from Wachovia (or so they are saying). If true, I'd
say it's quite a mess.

Chris... I assume as a former First Union customer, you are also using
zWachovia? Would you please confirm? If you've got free billpay through
the 'Wachovia Bank' connection in Money, then they have indeed misled me,
and I'll make a bigger stink.

Otherwise, I'll probably either dump them altogether, or at a minimum dump
their credit service and stick with zWachovia for free billpay.

Thanks,

J...



"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:OOud083UHHA.972[at]TK2MSFTNGP04.phx.gbl...
- quote -

> Jason,
> I believe that they are simply lying to you. It is not clear to me from
> what you wrote if you have the option of billpay through Wachovia FOR A
> FEE. IF that is the case, then they can simply waive that fee, *if they
> want*. Insist, go up in the hierarchy, threaten to leave (if you are
> willing to follow through). Do you have a letter from them at the time of
> the merger that promissed that all your Fist Union services would be kept
> after the merger? If so, use that in your argument for the fee waiver.
> Good luck.
> --
> Peace,
> BobJ
> "Jason" <no[at]thanks.net> wrote in message
> news:%23RwwSHwUHHA.4276[at]TK2MSFTNGP02.phx.gbl...
> > > Same for me, but I think the Jason WANTS to sync with MSN Money.
> > > Hi Guys... thanks for your input. I think you are just the people I'd

> > like to talk to. I actually have no real interest in MSN Money per se.
> > Although I'm befuddled that the synchronization doesn't work, I've done
> > fine without MSN for the last 9 years of Money use. I gave it a shot
> > today as a preliminary step towards trying out MSN Billpay with Money 07,
> > which brings me to my original 'Wachovia Woe'. Sounds like you are both
> > also Wachovia customers, so perhaps we can compare notes.
> > > I'm a Wachovia customer of the First Union variety, that came on board

> > with the merger. At that time, my on-line banking with Money switched to
> > zWachovia, and has stayed there, where until recently, I continued to
> > enjoy free downloads AND free billpay from Money. (Note: the only
> > downside of the switch I observed was that split transactions in
> > scheduled bills started losing their splits on payment).
> > > Last fall, my Wachovia credit card, which was really an MBNA card

> > re-branded, stopped getting on-line updates through Money. This was a
> > big deal to me as I like to see the money go as I spend it. I complained
> > to Wachovia, and they told me MBNA was phasing out support and that I
> > should therefore drop the MBNA Wac card and get the
> > All-New-All-Wachovia-Super-Terrific-Card that will Work-Great-In-Money.
> > So I did.
> > > Turns out that the new Wachovia credit card won't work on zWachovia, that

> > I can't have credit on Wachovia proper and other accounts on zWachovia,
> > and that if I switch my checking and savings accounts over to Wachovia
> > proper, I'll loose my free billpay. So... basically, either I can't
> > check both a Wac credit and a Wac checking accent in Money, OR I can't
> > have free billpay through Money. ARGH.
> > > I told them this was unacceptable, but nobody has come up with a

> > solution, and when push comes to shove, it's a big pain to totally switch
> > banks.
> > > Bottom line... have you guys got a better M07 solution with Wachovia

> > (i.e. one that allows, checking, savings, credit, and billpay all in
> > M07)?? How dumb would it be to give up zWachovia billpay and count on
> > MSN Billpay as a viable alternative? My MSN experience today is not
> > filling me with confidence.
> > > Thanks,
> > > J...
> > > "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message

> > news:%23sHaEuvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
> > > Same for me, but I think the Jason WANTS to sync with MSN Money.
> > > > > "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> > > news:eKJLHrvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
> > > > Only thing I can add -- going back to the original post -- is that I
> > > > continue to sync with Wachovia in M07 and don't use a Passport/Windows
> > > > Live ID
> > > > > > > > "Jason" <cfjraz[at]cox.net> wrote in message
> > > > > news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
> > > > > > > > > > > I expected the account info and recent data in my money file to then
> > > > > > show up in the accounts section in MSN money, but it did not. M07
> > > > > > says it synchronized with MSN Money today, but if I login to MSN
> > > > > > money using the same windows live ID through the web, there are no
> > > > > > accounts. What am I missing?
> > > > > >


  #8  
Old 02-18-2007, 04:38 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message
news:OOud083UHHA.972[at]TK2MSFTNGP04.phx.gbl...
- quote -

> Jason,
> I believe that they are simply lying to you. It is not clear to me from
> what you wrote if you have the option of billpay through Wachovia FOR A
> FEE. IF that is the case, then they can simply waive that fee, *if they
> want*. Insist, go up in the hierarchy, threaten to leave (if you are
> willing to follow through). Do you have a letter from them at the time
> of the merger that promissed that all your Fist Union services would be
> kept after the merger? If so, use that in your argument for the fee
> waiver. Good luck.


I use Wachovia as my exclusive provider of online bill pay through Money. I
do not pay a fee, and never have. Deferral of that fee DID require minimum
balances in the past. I think that got requirement dropped at some point.
In any case, it was not an outrageous minimum. I can but do not use Billpay
on the Wachovia web site.
--
Chris Cowles
Gainesville, FL



  #7  
Old 02-18-2007, 04:07 PM
Marilyn & Bob
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Jason,
I believe that they are simply lying to you. It is not clear to me from
what you wrote if you have the option of billpay through Wachovia FOR A FEE.
IF that is the case, then they can simply waive that fee, *if they want*.
Insist, go up in the hierarchy, threaten to leave (if you are willing to
follow through). Do you have a letter from them at the time of the merger
that promissed that all your Fist Union services would be kept after the
merger? If so, use that in your argument for the fee waiver. Good luck.
--
Peace,
BobJ

"Jason" <no[at]thanks.net> wrote in message
news:%23RwwSHwUHHA.4276[at]TK2MSFTNGP02.phx.gbl...
- quote -

> > Same for me, but I think the Jason WANTS to sync with MSN Money.
> Hi Guys... thanks for your input. I think you are just the people I'd
> like to talk to. I actually have no real interest in MSN Money per se.
> Although I'm befuddled that the synchronization doesn't work, I've done
> fine without MSN for the last 9 years of Money use. I gave it a shot
> today as a preliminary step towards trying out MSN Billpay with Money 07,
> which brings me to my original 'Wachovia Woe'. Sounds like you are both
> also Wachovia customers, so perhaps we can compare notes.
> I'm a Wachovia customer of the First Union variety, that came on board
> with the merger. At that time, my on-line banking with Money switched to
> zWachovia, and has stayed there, where until recently, I continued to
> enjoy free downloads AND free billpay from Money. (Note: the only
> downside of the switch I observed was that split transactions in scheduled
> bills started losing their splits on payment).
> Last fall, my Wachovia credit card, which was really an MBNA card
> re-branded, stopped getting on-line updates through Money. This was a big
> deal to me as I like to see the money go as I spend it. I complained to
> Wachovia, and they told me MBNA was phasing out support and that I should
> therefore drop the MBNA Wac card and get the
> All-New-All-Wachovia-Super-Terrific-Card that will Work-Great-In-Money.
> So I did.
> Turns out that the new Wachovia credit card won't work on zWachovia, that
> I can't have credit on Wachovia proper and other accounts on zWachovia,
> and that if I switch my checking and savings accounts over to Wachovia
> proper, I'll loose my free billpay. So... basically, either I can't check
> both a Wac credit and a Wac checking accent in Money, OR I can't have free
> billpay through Money. ARGH.
> I told them this was unacceptable, but nobody has come up with a solution,
> and when push comes to shove, it's a big pain to totally switch banks.
> Bottom line... have you guys got a better M07 solution with Wachovia (i.e.
> one that allows, checking, savings, credit, and billpay all in M07)?? How
> dumb would it be to give up zWachovia billpay and count on MSN Billpay as
> a viable alternative? My MSN experience today is not filling me with
> confidence.
> Thanks,
> J...
> "Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
> news:%23sHaEuvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
> > Same for me, but I think the Jason WANTS to sync with MSN Money.
> > > "Michael Gordon" <gordonm[at]denison.edu> wrote in message

> > news:eKJLHrvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
> > > Only thing I can add -- going back to the original post -- is that I
> > > continue to sync with Wachovia in M07 and don't use a Passport/Windows
> > > Live ID
> > > > > > "Jason" <cfjraz[at]cox.net> wrote in message
> > > > news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
> > > > > > > > > I expected the account info and recent data in my money file to then
> > > > > show up in the accounts section in MSN money, but it did not. M07
> > > > > says it synchronized with MSN Money today, but if I login to MSN money
> > > > > using the same windows live ID through the web, there are no accounts.
> > > > > What am I missing?

> >


  #6  
Old 02-18-2007, 02:02 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

On Feb 17, 9:09 pm, "Jason" <n...[at]thanks.net> wrote:
- quote -

> I'm befuddled that the synchronization doesn't work, I've done fine without
> MSN for the last 9 years of Money use. I gave it a shot today as a
> preliminary step towards trying out MSN Billpay with Money 07


Jason,

I think one no longer has to setup synchronization with MSN to use MSN
Billpay within Money.

Regards,
JB

  #5  
Old 02-18-2007, 01:33 PM
Michael Gordon
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Like Chris, I just use Wachovia to track a checking account. I don't use
billpay much, but when I do, it's through Chase, which I can initiate from
within Money. I work with other FIs as well, but only via direct connect. I
have nothing to do with MSN Money.

--
Michael Gordon


"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23CwF$ywUHHA.3592[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Went through all that myself, including origins with FirstUnion. Now use
> Chase for primary credit cards and Wachovia for banking. Both are direct
> connect, neither require Yodlee, etc. In addition, Chase has a decent web
> site, and you can set up automatic minimum/full balance payments to be
> drafted from the checking account of your choice. Other respondents here
> don't like that; I love it. It makes my cash flow, and documentation of
> it, totally automatic.
> --
> Chris Cowles
> Gainesville, FL
> "Jason" <no[at]thanks.net> wrote in message
> news:%23RwwSHwUHHA.4276[at]TK2MSFTNGP02.phx.gbl...
> > > Bottom line... have you guys got a better M07 solution with Wachovia

> > (i.e. one that allows, checking, savings, credit, and billpay all in
> > M07)?? How dumb would it be to give up zWachovia billpay and count on
> > MSN Billpay as a viable alternative? My MSN experience today is not
> > filling me with confidence.



  #4  
Old 02-18-2007, 02:27 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Went through all that myself, including origins with FirstUnion. Now use
Chase for primary credit cards and Wachovia for banking. Both are direct
connect, neither require Yodlee, etc. In addition, Chase has a decent web
site, and you can set up automatic minimum/full balance payments to be
drafted from the checking account of your choice. Other respondents here
don't like that; I love it. It makes my cash flow, and documentation of it,
totally automatic.
--
Chris Cowles
Gainesville, FL

"Jason" <no[at]thanks.net> wrote in message
news:%23RwwSHwUHHA.4276[at]TK2MSFTNGP02.phx.gbl...
- quote -

> Bottom line... have you guys got a better M07 solution with Wachovia
> (i.e. one that allows, checking, savings, credit, and billpay all in
> M07)?? How dumb would it be to give up zWachovia billpay and count on
> MSN Billpay as a viable alternative? My MSN experience today is not
> filling me with confidence.



  #3  
Old 02-18-2007, 01:09 AM
Jason
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

- quote -

> Same for me, but I think the Jason WANTS to sync with MSN Money.

Hi Guys... thanks for your input. I think you are just the people I'd like
to talk to. I actually have no real interest in MSN Money per se. Although
I'm befuddled that the synchronization doesn't work, I've done fine without
MSN for the last 9 years of Money use. I gave it a shot today as a
preliminary step towards trying out MSN Billpay with Money 07, which brings
me to my original 'Wachovia Woe'. Sounds like you are both also Wachovia
customers, so perhaps we can compare notes.

I'm a Wachovia customer of the First Union variety, that came on board with
the merger. At that time, my on-line banking with Money switched to
zWachovia, and has stayed there, where until recently, I continued to enjoy
free downloads AND free billpay from Money. (Note: the only downside of the
switch I observed was that split transactions in scheduled bills started
losing their splits on payment).

Last fall, my Wachovia credit card, which was really an MBNA card
re-branded, stopped getting on-line updates through Money. This was a big
deal to me as I like to see the money go as I spend it. I complained to
Wachovia, and they told me MBNA was phasing out support and that I should
therefore drop the MBNA Wac card and get the
All-New-All-Wachovia-Super-Terrific-Card that will Work-Great-In-Money. So
I did.

Turns out that the new Wachovia credit card won't work on zWachovia, that I
can't have credit on Wachovia proper and other accounts on zWachovia, and
that if I switch my checking and savings accounts over to Wachovia proper,
I'll loose my free billpay. So... basically, either I can't check both a
Wac credit and a Wac checking accent in Money, OR I can't have free billpay
through Money. ARGH.

I told them this was unacceptable, but nobody has come up with a solution,
and when push comes to shove, it's a big pain to totally switch banks.

Bottom line... have you guys got a better M07 solution with Wachovia (i.e.
one that allows, checking, savings, credit, and billpay all in M07)?? How
dumb would it be to give up zWachovia billpay and count on MSN Billpay as a
viable alternative? My MSN experience today is not filling me with
confidence.

Thanks,

J...

"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:%23sHaEuvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
- quote -

> Same for me, but I think the Jason WANTS to sync with MSN Money.
> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:eKJLHrvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
> > Only thing I can add -- going back to the original post -- is that I
> > continue to sync with Wachovia in M07 and don't use a Passport/Windows
> > Live ID
> > > > "Jason" <cfjraz[at]cox.net> wrote in message
> > > news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
> > > > > > > I expected the account info and recent data in my money file to then
> > > > show up in the accounts section in MSN money, but it did not. M07
> > > > says it synchronized with MSN Money today, but if I login to MSN money
> > > > using the same windows live ID through the web, there are no accounts.
> > > > What am I missing?



  #2  
Old 02-18-2007, 12:24 AM
Chris Cowles
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Same for me, but I think the Jason WANTS to sync with MSN Money.

"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:eKJLHrvUHHA.4260[at]TK2MSFTNGP06.phx.gbl...
- quote -

> Only thing I can add -- going back to the original post -- is that I
> continue to sync with Wachovia in M07 and don't use a Passport/Windows
> Live ID
> > "Jason" <cfjraz[at]cox.net> wrote in message
> > news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
> > > > > I expected the account info and recent data in my money file to then
> > > show up in the accounts section in MSN money, but it did not. M07
> > > says it synchronized with MSN Money today, but if I login to MSN money
> > > using the same windows live ID through the web, there are no accounts.
> > > What am I missing?



  #1  
Old 02-18-2007, 12:18 AM
Michael Gordon
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

Only thing I can add -- going back to the original post -- is that I
continue to sync with Wachovia in M07 and don't use a Passport/Windows Live
ID

--
Michael Gordon


"Chris Cowles" <spam_magnet[at]remove-me-bellsouth.net> wrote in message
news:eKY$uwtUHHA.4764[at]TK2MSFTNGP05.phx.gbl...
- quote -

> "Jason" <cfjraz[at]cox.net> wrote in message
> news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
> > > I expected the account info and recent data in my money file to then show

> > up in the accounts section in MSN money, but it did not. M07 says it
> > synchronized with MSN Money today, but if I login to MSN money using the
> > same windows live ID through the web, there are no accounts. What am I
> > missing?

> That process changed in M07. My understanding is unclear but I believe
> only those accounts requiring a Windows Live ID to update, ie, those
> processed through Yodlee or CashEdge, will appear automatically on MSN.
> I'll guess that's in response to gripes by others that accounts appeared
> on MSN when they were not wanted.
> Anyway, I think you can manually add accounts of the same exact name to
> MSN My Money, and they will synchronize with your local file accounts,
> when you update. Try that tactic to confirm if it works.
> Other respondents may embellish what I just wrote, or correct wrong
> statements.
> --
> Chris Cowles
> Gainesville, FL



 
Old 02-17-2007, 08:39 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: M07 and MSN Money

"Jason" <cfjraz[at]cox.net> wrote in message
news:eEXdhDsUHHA.5068[at]TK2MSFTNGP03.phx.gbl...
- quote -

> I expected the account info and recent data in my money file to then show
> up in the accounts section in MSN money, but it did not. M07 says it
> synchronized with MSN Money today, but if I login to MSN money using the
> same windows live ID through the web, there are no accounts. What am I
> missing?


That process changed in M07. My understanding is unclear but I believe only
those accounts requiring a Windows Live ID to update, ie, those processed
through Yodlee or CashEdge, will appear automatically on MSN. I'll guess
that's in response to gripes by others that accounts appeared on MSN when
they were not wanted.

Anyway, I think you can manually add accounts of the same exact name to MSN
My Money, and they will synchronize with your local file accounts, when you
update. Try that tactic to confirm if it works.

Other respondents may embellish what I just wrote, or correct wrong
statements.
--
Chris Cowles
Gainesville, FL



  #-1  
Old 02-17-2007, 05:24 PM
Jason
Guest
 
Posts: n/a
Default M07 and MSN Money

I've been using MSMoney since 98 and always avoided using a Passport/Windows
Live ID (till today, long story of recent Wachovia Woe).

At any rate today I enabled a windows live sign in for my money file in M07
and then went to settings/recieve account updates from MSN Money, and turned
that on.

I expected the account info and recent data in my money file to then show up
in the accounts section in MSN money, but it did not. M07 says it
synchronized with MSN Money today, but if I login to MSN money using the
same windows live ID through the web, there are no accounts. What am I
missing?

Help would be much appreciated.

Thanks,

J...


 

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m07, money, msn


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