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Old 05-03-2007, 05:36 PM
johndog
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Default Re: Money 2003 not downloading statements automatically

I am seeing exactly the same issue with Microsoft Money 2007 Home & Business
edition. The update schedule is set to "Every Day" for all of my updateable
accounts, but it simply will not update unless I manually click "Update
Now...". No automatic updates for me.

I have money open almost continuously and it still doesn't work.

According to help, "To use automatic online updates, you must do both of the
following:
a.. Save your bank sign-in information in Money. Otherwise, you will need
to enter an account's sign-in information every time you want to update the
account. (Some banks will automatically save your sign-in information.)
b.. Sign in to Money with your Windows Live ID. If all of your banks'
sign-in information is saved in Money, your unique Windows Live ID (An
online service that enables you to use your e-mail address and a single
password to sign into any service or website that uses Windows Live ID.)
helps protect your account information from being accessed by others.
I am doing both of these things. The only thing that updates automatically
are the stock quotes, and even then it appears to only do it when I visit
the portfolio view.


Thanks,
John


"Matt" <Matt[at]discussions.microsoft.com> wrote in message
news:668B9482-8922-4773-8965-CA470B9B4CD8[at]microsoft.com...
- quote -

> Hi,
> The Microsoft Money 2003 help implies that you can set up Money to
> automatically download statements from financial institutions, but for
> some
> reason statements don't seem to get downloaded for me until I manually
> click
> the update button.
> The help file indicates that all I need to do to set this up is:
> * Save financial institution sign-in information in Money
> * Sign into Money with a passport account
> I've done these things, and in the "Customize update schedule" page, all
> of
> my financial institutions are set to update transactions "Every Day". But
> it
> doesn't seem to be happenning. For example I logged in to Money today and
> it
> said the last "call" was successful but it was on 3/3/2007 (it's 3/17/2007
> today).
> I can click the update button myself, but I'm concerned that because my
> financial institutons only save a couple months of statements, if I don't
> do
> this for a couple months, I might lose the ability to download a
> particular
> statement.
> (As a side note: Is this automatic update feature supposed to download my
> statements every day even when I haven't opened Money, or only when Money
> is
> open?)
> A couple other notes about my system:
> * Win XP Pro
> * Running Money 2003 from a non-admin Windows user account
> Thanks!
> --Matt



  #-1  
Old 03-17-2007, 09:54 PM
Matt
Guest
 
Posts: n/a
Default Money 2003 not downloading statements automatically

Hi,

The Microsoft Money 2003 help implies that you can set up Money to
automatically download statements from financial institutions, but for some
reason statements don't seem to get downloaded for me until I manually click
the update button.

The help file indicates that all I need to do to set this up is:
* Save financial institution sign-in information in Money
* Sign into Money with a passport account

I've done these things, and in the "Customize update schedule" page, all of
my financial institutions are set to update transactions "Every Day". But it
doesn't seem to be happenning. For example I logged in to Money today and it
said the last "call" was successful but it was on 3/3/2007 (it's 3/17/2007
today).

I can click the update button myself, but I'm concerned that because my
financial institutons only save a couple months of statements, if I don't do
this for a couple months, I might lose the ability to download a particular
statement.

(As a side note: Is this automatic update feature supposed to download my
statements every day even when I haven't opened Money, or only when Money is
open?)

A couple other notes about my system:
* Win XP Pro
* Running Money 2003 from a non-admin Windows user account

Thanks!
--Matt
 

Tags
2003, automatically, downloading, money, statements
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