Hi Kevern.

I was desperately trying to find JPMorgan in that list, but it only had two
options and JPMorgan was not one of them. I was using Money 2005 and
according to the JPMorgan web page it was supposed to work with the latest
version and the previous two years.

After a while I thought I'll update and see if it helps. I still cannot
think that all that information is somehow hardcoded into the applicaton, and
it is most likely not, BUT once I upgraded to Money 2007 I could sure enough
see JPMorgan in the list of providers.

Kind of user unfriendly to HAVE to upgrade and pay 40 dollars again for a
lousy provider but I tell you, if I can download all my transactions, which I
cannot at this point, then I would be happy to pay that money. It is a pain
and it is still not working, but if you are desperate enough, just upgrade to
Money 2007 and you can at least see JPMorgan in that list.

And if you do, please stay in touch through this forum thread and let me
know if you manage to solve the other issue, where you cannot download all
the transcations.


Thanks




"Kevern" wrote:

- quote -

DJ,

When you went to set up online services, at least JP Morgan is a choice. In
my MM 2006 version I get one online investment participant, Janus, and cannot
even pick JP Morgan.

I have a previous inquiry into this, but am interested in your thread for
follow up once I get mine (if) resolved. I would hate to think that part of
the MS Money update process doesn't include downloading updates to this list.
Does anyone know the answer to that?

Kevern

"D J" wrote:

- quote -

In microsoft.public.money, D J wrote:

- quote -

J P Morgan is one of the institutions where the statements are
gathered to Money by a third party.

One thing you will probably want to do is to make sure that the SSL2
protocol is enabled. That checkbox may be in
IE Tools-> InternetOptions-> Advanced.

- quote -

What you might be able to do is to download the older transactions
via the web site, and hope Money keeps up thereafter.

- quote -

I don't use JP Morgan. Maybe one of the users will have an idea for
you.
You might want to initially make sure the account is set up at
http://resources.hewitt.com/jpmc/

My recommendation would be to quit expecting this whole kludge called
downloaded transaction data to work well, enter your data by hand, and get
on with life.

"D J" <DJ[at]discussions.microsoft.com> wrote in message
news:EE2786E4-58E4-4803-8DF1-BBCF88827C93[at]microsoft.com...
- quote -

Hi.
Just bought MS Money 2007, mostly to download my 401k statements. But after
getting it started, I can see that for all my other bank accounts all the
transactions are being downloaded, but for my 401k account with JP Morgan,
only one line shows up showing the total number of stocks/funds, instead of
downloading the full list of transactions for the past 90 days.

Have been desperately trying to find out where to change it but cannot find
it. Let's say I want to specifically let the software know that I want to
download ALL the transactions for the past X days, where do I change the
settings?

The user's guide from JP Morgan indicates that there should be a question
when I am setting up the account but I never see that questions. Once I pick
JP Morgan from the list (Investment account) and provide log in information,
the account is set up and I don't know why it does not automatically download
all the available transactions.

What to do? The JP Morgan users gude clearly indicates something that I
cannot find in the MS Money software.

I have MS Money Deluxe 2007.

Thanks for any help.