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  #4  
Old 05-26-2007, 02:32 AM
- Bobb -
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Posts: n/a
Default Re: Money 2004 and updating Financial Institution List

Mike,

Why don't you just call your bank?
M2004 has officially been dropped for me at Fidelity - so even though
looking at " supported" loist would show Fidelity Investments - NOT for
M2004. I called them and they explained that to me.



"Mike" <Mike[at]discussions.microsoft.com> wrote in message
news:60358319-9897-402C-B5EC-405A1A89A2D3[at]microsoft.com...
- quote -

> my bank.credit card IS listed on the microsoft page... that link you
> gave
> me... but not in money 2004.. how do i update the list on 2004 so that
> it
> matches the one on the website??
> "- Bobb -" wrote:
> > > "Mike" <Mike[at]discussions.microsoft.com> wrote in message

> > news:58712F29-B413-4BFD-9207-70EB9B1998B2[at]microsoft.com...
> > > i want to be able to go to internet updates and download all the
> > > transactions.. not have a link to go to the website and download a
> > > file to
> > > import.... will this do that for me? (the below?)
> > > > > also, the link you gave has my financial instituions on it...the
> > > list
> > > in
> > > money does not. this is my problem.
> > > > > thanks
> > > It depends on your bank. Some of mine do and some don't. There is

> > nothing that WE can do about it - it's your bank. All of my banks are
> > listed there, but for some I have to download a file. That's what THE
> > BANK chose.
> > > Did you try what I typed ?
> > > http://www.microsoft.com/money/suppo...rt_manual.mspx

> > " > > They have a 'how-to' user guide there too".
> > From the user guide :
> > > If your bank does not appear on the list, update Microsoft Money to

> > learn if your bank has been recently added.
> > 1.. On the bottom left side of the screen, click Internet Updates
> > and
> > then click Update Now.
> > 2.. Make sure that the Get the latest Money updates option is
> > selected
> > and click Connect.
> > 3.. Repeat the procedures in Step 1 to see if your financial
> > institution supports online banking.
> > Return to Step 1 to check again for my bank.
> > > > > > "- Bobb -" wrote:
> > > > > > > > > "Mike" <Mike[at]discussions.microsoft.com> wrote in message
> > > > news:CE89E32A-6D91-4D04-A392-9232B77DAF59[at]microsoft.com...
> > > > > I have money 2004. I dont want to upgrade. I went to MS's website
> > > > > and
> > > > > found
> > > > > many financial institutions on that list that I use, but are NOT
> > > > > listed in
> > > > > Money 2004.... when money updates, why doesn't this list update
> > > > > also??
> > > > > How do
> > > > > I add these other companies into money?? Or am I forced to
> > > > > upgrade
> > > > > to
> > > > > 2007 to
> > > > > connect with these instituitions? please help....
> > > > > > > > > > > > > > > Account List - Get Online Statements- Choose one you'd like to
> > > > change.
> > > > On the details page, enter the webinfo you'd like.
> > > > > > > OR click the Account List then click " Setup online services"-
> > > > then
> > > > Modify OR click "See the financial " ... Modify or on that page,
> > > > get
> > > > the info and CALL your broker/bank.
> > > > For a list -
> > > > http://www.microsoft.com/money/bankonline.aspx
> > > > > > > They have a 'how-to' user guide there too
> > > > >

  #3  
Old 05-25-2007, 09:52 PM
Mike
Guest
 
Posts: n/a
Default Re: Money 2004 and updating Financial Institution List

my bank.credit card IS listed on the microsoft page... that link you gave
me... but not in money 2004.. how do i update the list on 2004 so that it
matches the one on the website??

"- Bobb -" wrote:

- quote -

> "Mike" <Mike[at]discussions.microsoft.com> wrote in message
> news:58712F29-B413-4BFD-9207-70EB9B1998B2[at]microsoft.com...
> > i want to be able to go to internet updates and download all the
> > transactions.. not have a link to go to the website and download a
> > file to
> > import.... will this do that for me? (the below?)
> > > also, the link you gave has my financial instituions on it...the list

> > in
> > money does not. this is my problem.
> > > thanks

> It depends on your bank. Some of mine do and some don't. There is
> nothing that WE can do about it - it's your bank. All of my banks are
> listed there, but for some I have to download a file. That's what THE
> BANK chose.
> Did you try what I typed ?
> http://www.microsoft.com/money/suppo...rt_manual.mspx
> " > > They have a 'how-to' user guide there too".
> From the user guide :
> If your bank does not appear on the list, update Microsoft Money to
> learn if your bank has been recently added.
> 1.. On the bottom left side of the screen, click Internet Updates and
> then click Update Now.
> 2.. Make sure that the Get the latest Money updates option is selected
> and click Connect.
> 3.. Repeat the procedures in Step 1 to see if your financial
> institution supports online banking.
> Return to Step 1 to check again for my bank.
> > > "- Bobb -" wrote:
> > > > > > "Mike" <Mike[at]discussions.microsoft.com> wrote in message
> > > news:CE89E32A-6D91-4D04-A392-9232B77DAF59[at]microsoft.com...
> > > > I have money 2004. I dont want to upgrade. I went to MS's website
> > > > and
> > > > found
> > > > many financial institutions on that list that I use, but are NOT
> > > > listed in
> > > > Money 2004.... when money updates, why doesn't this list update
> > > > also??
> > > > How do
> > > > I add these other companies into money?? Or am I forced to upgrade
> > > > to
> > > > 2007 to
> > > > connect with these instituitions? please help....
> > > > > > > > > > > Account List - Get Online Statements- Choose one you'd like to
> > > change.
> > > On the details page, enter the webinfo you'd like.
> > > > > OR click the Account List then click " Setup online services"- then
> > > Modify OR click "See the financial " ... Modify or on that page, get
> > > the info and CALL your broker/bank.
> > > For a list -
> > > http://www.microsoft.com/money/bankonline.aspx
> > > > > They have a 'how-to' user guide there too

> >
  #2  
Old 05-24-2007, 04:51 PM
- Bobb -
Guest
 
Posts: n/a
Default Re: Money 2004 and updating Financial Institution List


"Mike" <Mike[at]discussions.microsoft.com> wrote in message
news:58712F29-B413-4BFD-9207-70EB9B1998B2[at]microsoft.com...
- quote -

> i want to be able to go to internet updates and download all the
> transactions.. not have a link to go to the website and download a
> file to
> import.... will this do that for me? (the below?)
> also, the link you gave has my financial instituions on it...the list
> in
> money does not. this is my problem.
> thanks


It depends on your bank. Some of mine do and some don't. There is
nothing that WE can do about it - it's your bank. All of my banks are
listed there, but for some I have to download a file. That's what THE
BANK chose.

Did you try what I typed ?

http://www.microsoft.com/money/suppo...rt_manual.mspx
" > > They have a 'how-to' user guide there too".
From the user guide :

If your bank does not appear on the list, update Microsoft Money to
learn if your bank has been recently added.
1.. On the bottom left side of the screen, click Internet Updates and
then click Update Now.
2.. Make sure that the Get the latest Money updates option is selected
and click Connect.
3.. Repeat the procedures in Step 1 to see if your financial
institution supports online banking.
Return to Step 1 to check again for my bank.

- quote -

> "- Bobb -" wrote:
> > > "Mike" <Mike[at]discussions.microsoft.com> wrote in message

> > news:CE89E32A-6D91-4D04-A392-9232B77DAF59[at]microsoft.com...
> > > I have money 2004. I dont want to upgrade. I went to MS's website
> > > and
> > > found
> > > many financial institutions on that list that I use, but are NOT
> > > listed in
> > > Money 2004.... when money updates, why doesn't this list update
> > > also??
> > > How do
> > > I add these other companies into money?? Or am I forced to upgrade
> > > to
> > > 2007 to
> > > connect with these instituitions? please help....
> > > > > > > Account List - Get Online Statements- Choose one you'd like to

> > change.
> > On the details page, enter the webinfo you'd like.
> > > OR click the Account List then click " Setup online services"- then

> > Modify OR click "See the financial " ... Modify or on that page, get
> > the info and CALL your broker/bank.
> > For a list -
> > http://www.microsoft.com/money/bankonline.aspx
> > > They have a 'how-to' user guide there too

>

  #1  
Old 05-24-2007, 02:00 AM
Mike
Guest
 
Posts: n/a
Default Re: Money 2004 and updating Financial Institution List

i want to be able to go to internet updates and download all the
transactions.. not have a link to go to the website and download a file to
import.... will this do that for me? (the below?)

also, the link you gave has my financial instituions on it...the list in
money does not. this is my problem.

thanks

"- Bobb -" wrote:

- quote -

> "Mike" <Mike[at]discussions.microsoft.com> wrote in message
> news:CE89E32A-6D91-4D04-A392-9232B77DAF59[at]microsoft.com...
> > I have money 2004. I dont want to upgrade. I went to MS's website and
> > found
> > many financial institutions on that list that I use, but are NOT
> > listed in
> > Money 2004.... when money updates, why doesn't this list update also??
> > How do
> > I add these other companies into money?? Or am I forced to upgrade to
> > 2007 to
> > connect with these instituitions? please help....
> > > Account List - Get Online Statements- Choose one you'd like to change.

> On the details page, enter the webinfo you'd like.
> OR click the Account List then click " Setup online services"- then
> Modify OR click "See the financial " ... Modify or on that page, get
> the info and CALL your broker/bank.
> For a list -
> http://www.microsoft.com/money/bankonline.aspx
> They have a 'how-to' user guide there too

 
Old 05-23-2007, 10:22 PM
- Bobb -
Guest
 
Posts: n/a
Default Re: Money 2004 and updating Financial Institution List


"Mike" <Mike[at]discussions.microsoft.com> wrote in message
news:CE89E32A-6D91-4D04-A392-9232B77DAF59[at]microsoft.com...
- quote -

> I have money 2004. I dont want to upgrade. I went to MS's website and
> found
> many financial institutions on that list that I use, but are NOT
> listed in
> Money 2004.... when money updates, why doesn't this list update also??
> How do
> I add these other companies into money?? Or am I forced to upgrade to
> 2007 to
> connect with these instituitions? please help....


Account List - Get Online Statements- Choose one you'd like to change.
On the details page, enter the webinfo you'd like.

OR click the Account List then click " Setup online services"- then
Modify OR click "See the financial " ... Modify or on that page, get
the info and CALL your broker/bank.
For a list -
http://www.microsoft.com/money/bankonline.aspx

They have a 'how-to' user guide there too



  #-1  
Old 05-23-2007, 02:21 AM
Mike
Guest
 
Posts: n/a
Default Money 2004 and updating Financial Institution List

I have money 2004. I dont want to upgrade. I went to MS's website and found
many financial institutions on that list that I use, but are NOT listed in
Money 2004.... when money updates, why doesn't this list update also?? How do
I add these other companies into money?? Or am I forced to upgrade to 2007 to
connect with these instituitions? please help....


 

Tags
2004, financial, institution, list, money, updating
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