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  #10  
Old 11-13-2007, 07:20 AM
Brian R Sevenoaks UK
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Default Re: Microsoft Money 2007

Hi Chris,
Our bank is not listed, we checked with them also and they do not provide
this service. If it becomes available we shall use the Live ID.

Have learned a lot from our exchanges.

Many thanks,

Brian

"Chris Cowles" wrote:

- quote -

> "Brian R Sevenoaks UK" <BrianRSevenoaksUK[at]discussions.microsoft.com> wrote in message
> news:0CEEB9BC-FF2E-466D-82CB-1E38AE0003C1[at]microsoft.com...
> > > Your suggestion worked just great, our bank does not provide the

> > sync
> > facility so nothing lost.

> It's precisely for banks that don't provide sync facility that a Live
> ID is required, if Microsoft (through Yodlee) emulates sign-in to your
> bank's web site for the purpose of downloading transactions. That may
> or may not be useful to you. Some regular correspondents here eschew
> any kind of online connections to banks, preferring manual entry. I
> prefer to download everything I possibly can. It reduces my manual
> data entry, increases data capture and, unlike some believe, reduces
> errors.
> That assumes your bank is is supported by MS/Yodlee. Not all are. The
> list of supported banks is here:
> http://www.microsoft.com/money/bankonline.aspx#1 If you click on a
> link to a bank and it says "* This service is provided by a third
> party provider ...", a Live ID is required; if it says '"Direct
> Services are the fastest, easiest way to connect ...", a Live ID is
> not required.
> Of course, if you don't use either, or your bank is not listed, it
> doesn't require a Live ID.
> --
> Chris Cowles
> Gainesville, FL

  #9  
Old 11-13-2007, 07:15 AM
Brian R Sevenoaks UK
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Posts: n/a
Default Re: Microsoft Money 2007

Hi Chris,

Our bank isn't listed and we have checked with them also, if this facility
becomes available we will consider using this service.

Thanks for all of your time, it is greatly appreciated.

Brian

"Chris Cowles" wrote:

- quote -

> "Brian R Sevenoaks UK" <BrianRSevenoaksUK[at]discussions.microsoft.com> wrote in message
> news:0CEEB9BC-FF2E-466D-82CB-1E38AE0003C1[at]microsoft.com...
> > > Your suggestion worked just great, our bank does not provide the

> > sync
> > facility so nothing lost.

> It's precisely for banks that don't provide sync facility that a Live
> ID is required, if Microsoft (through Yodlee) emulates sign-in to your
> bank's web site for the purpose of downloading transactions. That may
> or may not be useful to you. Some regular correspondents here eschew
> any kind of online connections to banks, preferring manual entry. I
> prefer to download everything I possibly can. It reduces my manual
> data entry, increases data capture and, unlike some believe, reduces
> errors.
> That assumes your bank is is supported by MS/Yodlee. Not all are. The
> list of supported banks is here:
> http://www.microsoft.com/money/bankonline.aspx#1 If you click on a
> link to a bank and it says "* This service is provided by a third
> party provider ...", a Live ID is required; if it says '"Direct
> Services are the fastest, easiest way to connect ...", a Live ID is
> not required.
> Of course, if you don't use either, or your bank is not listed, it
> doesn't require a Live ID.
> --
> Chris Cowles
> Gainesville, FL

  #8  
Old 11-12-2007, 01:07 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

"Brian R Sevenoaks UK" <BrianRSevenoaksUK[at]discussions.microsoft.comwrote in message
news:0CEEB9BC-FF2E-466D-82CB-1E38AE0003C1[at]microsoft.com...
- quote -

> Your suggestion worked just great, our bank does not provide the
> sync
> facility so nothing lost.


It's precisely for banks that don't provide sync facility that a Live
ID is required, if Microsoft (through Yodlee) emulates sign-in to your
bank's web site for the purpose of downloading transactions. That may
or may not be useful to you. Some regular correspondents here eschew
any kind of online connections to banks, preferring manual entry. I
prefer to download everything I possibly can. It reduces my manual
data entry, increases data capture and, unlike some believe, reduces
errors.

That assumes your bank is is supported by MS/Yodlee. Not all are. The
list of supported banks is here:
http://www.microsoft.com/money/bankonline.aspx#1 If you click on a
link to a bank and it says "* This service is provided by a third
party provider ...", a Live ID is required; if it says '"Direct
Services are the fastest, easiest way to connect ...", a Live ID is
not required.

Of course, if you don't use either, or your bank is not listed, it
doesn't require a Live ID.
--
Chris Cowles
Gainesville, FL


  #7  
Old 11-12-2007, 10:24 AM
Brian R Sevenoaks UK
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

Hi Chris,

Your suggestion worked just great, our bank does not provide the sync
facility so nothing lost.

Many thanks,

Brian

"Chris Cowles" wrote:

- quote -

> "Brian R Sevenoaks UK" <BrianRSevenoaksUK[at]discussions.microsoft.com> wrote in message
> news:F067E1E0-AB93-46FB-BB8B-606FAF0BE571[at]microsoft.com...
> > How can we skip the opening page "Sign in to open your Money file"
> > and go
> > directly to the Account list.

> File> Password Manager may help. Beware that removing the user ID
> eliminates your ability to sync with certain banks, if you do that.
> --
> Chris Cowles
> Gainesville, FL

  #6  
Old 11-12-2007, 10:17 AM
Brian R Sevenoaks UK
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

Hi Cal,

I tried your suggestion several times, but the Account List is already
selected, but we still open on the Sign into ....

There was no Apply option to confirm Account List selected.

Brian

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Brian R Sevenoaks UK wrote:
> > How can we skip the opening page "Sign in to open your Money file" and go
> > directly to the Account list.

> Select
> Tools-> Settings-> ProgramSettings-> (DisplayStartMoneyWithThisPageOpen:AccountList
> You can remove your LiveID to avoid sign-in:
> See http://support.microsoft.com/kb/899631/
> except item 1.b would be
> Click "Receive account updates from MSN Money My Accounts".

  #5  
Old 11-12-2007, 10:12 AM
Brian R Sevenoaks UK
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Posts: n/a
Default Re: Microsoft Money 2007

Hi Steve,

Update noted.

Brian

"Steve" wrote:

- quote -

> Steve <respond[at]online.newsgroup> wrote on 11 Nov 2007 in group
> microsoft.public.money:
> > You can automate all kinds of things with a keyboard simulator. I
> > like "PTFB"; it's simple and free. You can get it here:
> > http://www.tlhouse.co.uk/

> I just checked, and they have converted "PTFB" to "PTFB Pro". The freeware
> version is no longer available from the vendor. Get the freeware version
> here:
> http://downloads.pcworld.com/pub/new...k/PTFB1064.zip
> --
> Steve B.
> New Life Home Improvement

  #4  
Old 11-12-2007, 10:10 AM
Brian R Sevenoaks UK
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

Hi Steve,
Thank you for your response, I am the only one using this PC so security
shouldn't be a problem.
Haven't yet tried the keyboard simulator, but it seems to open up all kind
of possibilities, so I'll give it a try.

Brian

"Steve" wrote:

- quote -

> =?Utf-8?B?QnJpYW4gUiBTZXZlbm9ha3MgVUs=?=
> <BrianRSevenoaksUK[at]discussions.microsoft.com> wrote on 11 Nov 2007 in
> group microsoft.public.money:
> > How can we skip the opening page "Sign in to open your Money file"
> > and go directly to the Account list.

> As far as I know, there's no way built into Money. Are you sure you want
> to do this? What about when your nosey brother-in-law comes to visit --
> wouldn't a password be useful then?
> You can automate all kinds of things with a keyboard simulator. I like
> "PTFB"; it's simple and free. You can get it here:
> http://www.tlhouse.co.uk/
> --
> Steve B.
> New Life Home Improvement

  #3  
Old 11-11-2007, 06:43 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

"Brian R Sevenoaks UK" <BrianRSevenoaksUK[at]discussions.microsoft.comwrote in message
news:F067E1E0-AB93-46FB-BB8B-606FAF0BE571[at]microsoft.com...
- quote -

> How can we skip the opening page "Sign in to open your Money file"
> and go
> directly to the Account list.


File> Password Manager may help. Beware that removing the user ID
eliminates your ability to sync with certain banks, if you do that.
--
Chris Cowles
Gainesville, FL


  #2  
Old 11-11-2007, 06:22 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

In microsoft.public.money, Brian R Sevenoaks UK wrote:

- quote -

> How can we skip the opening page "Sign in to open your Money file" and go
> directly to the Account list.


Select
Tools-> Settings-> ProgramSettings-> (DisplayStartMoneyWithThisPageOpen:AccountList

You can remove your LiveID to avoid sign-in:
See http://support.microsoft.com/kb/899631/
except item 1.b would be
Click "Receive account updates from MSN Money My Accounts".

  #1  
Old 11-11-2007, 06:19 PM
Steve
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

Steve <respond[at]online.newsgroup> wrote on 11 Nov 2007 in group
microsoft.public.money:

- quote -

> You can automate all kinds of things with a keyboard simulator. I
> like "PTFB"; it's simple and free. You can get it here:
> http://www.tlhouse.co.uk/


I just checked, and they have converted "PTFB" to "PTFB Pro". The freeware
version is no longer available from the vendor. Get the freeware version
here:

http://downloads.pcworld.com/pub/new...k/PTFB1064.zip

--
Steve B.
New Life Home Improvement
 
Old 11-11-2007, 05:54 PM
Steve
Guest
 
Posts: n/a
Default Re: Microsoft Money 2007

=?Utf-8?B?QnJpYW4gUiBTZXZlbm9ha3MgVUs=?=
<BrianRSevenoaksUK[at]discussions.microsoft.com> wrote on 11 Nov 2007 in
group microsoft.public.money:

- quote -

> How can we skip the opening page "Sign in to open your Money file"
> and go directly to the Account list.


As far as I know, there's no way built into Money. Are you sure you want
to do this? What about when your nosey brother-in-law comes to visit --
wouldn't a password be useful then?

You can automate all kinds of things with a keyboard simulator. I like
"PTFB"; it's simple and free. You can get it here:
http://www.tlhouse.co.uk/

--
Steve B.
New Life Home Improvement
  #-1  
Old 11-11-2007, 05:35 PM
Brian R Sevenoaks UK
Guest
 
Posts: n/a
Default Microsoft Money 2007

How can we skip the opening page "Sign in to open your Money file" and go
directly to the Account list.
 

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2007, microsoft, money
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