"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:q1l4139dva0tqaoml0n3gi7pgqq33shrm7[at]4ax.com...
| In microsoft.public.money, ---Fitz--- wrote:
|
| > I just upgraded from ms money 2004 deluxe to 2007 deluxe and am having a
| > heck of a time trying to sync my 2007 file to MSN money portfolio. I
sign
| > in to ms money 2007 using a hotmail address but CANNOT find anywhere how
to
| > sync the 2007 file to MSN portfolio manager. I'm only interested in
| > sync'ing brokerage accounts. Thanks in advance for suggestions/help.
|
| Money 2007 does not feed information to MSN portfolio manager as
| earlier versions would. You will need to set up each broker account
| for online access in Money 2007. Expect to use the account merge
| feature in the process. Expect an odd warning during merge that is
| over-alarming.
|
| If your broker is "third party" as described in
|
http://www.microsoft.com/money/banko...BrokeragesOnly
| (the better ones have their own OFX servers), then information will
| pass thru MSN and also be available there. If not, and if you want
| your brokerage account info available at MSN also, you will need to
| set up the broker account there too.

Sighhhh. I was afraid that was the case. Thanks for the info.

In microsoft.public.money, ---Fitz--- wrote:

- quote -

Money 2007 does not feed information to MSN portfolio manager as
earlier versions would. You will need to set up each broker account
for online access in Money 2007. Expect to use the account merge
feature in the process. Expect an odd warning during merge that is
over-alarming.

If your broker is "third party" as described in
http://www.microsoft.com/money/banko...BrokeragesOnly
(the better ones have their own OFX servers), then information will
pass thru MSN and also be available there. If not, and if you want
your brokerage account info available at MSN also, you will need to
set up the broker account there too.

I just upgraded from ms money 2004 deluxe to 2007 deluxe and am having a
heck of a time trying to sync my 2007 file to MSN money portfolio. I sign
in to ms money 2007 using a hotmail address but CANNOT find anywhere how to
sync the 2007 file to MSN portfolio manager. I'm only interested in
sync'ing brokerage accounts. Thanks in advance for suggestions/help.

Fitz