On Jan 5, 9:14 pm, "Marilyn & Bob" <Priv...[at]nospam.please> wrote:
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For the sake of closure for this topic, all is well now: I called
Chase, asked for help, the nice woman on the phone held my hand to
successfuly guide me through the complete account installation on
Deluxe. It turns out that the FI for Chase Freedom is Chase -- not
Chase Credit Cards -- and that no Live ID is required.

Again, thank you one and all for your comments and suggestions.

T.

Chase (Chase/Chemical/Manufacturers Hanover; but not necessarily BankOne)
has direct downloads for a fee ($10/month). You can also manually download
daily from their website for free. (Note I say daily because some banks
only allow monthly--i.e. Statement--downloads). For the automatic direct
(fee) download, you have to set it up on their website.
--
Peace,
BobJ

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:j2a0o3d9dhqha9hjnb7csvata2e60bico6[at]4ax.com...
- quote -

In microsoft.public.money, tony wrote:

- quote -

Look for that "third party" term in
http://www.microsoft.com/money/banko...dProvidersOnly

tho there seems to be some ambiguity in Chase.

On Jan 5, 11:39 am, "Marilyn & Bob" <Priv...[at]nospam.please> wrote:
- quote -

I'll have to check with the FI (Chase Credit Card in the instance)
whether it is direct or not. In any case, I'm downloading Deluxe.

Thank you one and all.

T

For third party banks, it does not. Steve's Explanation _is_ for
Premium/Deluxe, but is probably also for Essentials as well. If you do not
want to store your passwords on line you will have to
1) Change your bank to one that provides direct access (but often for a fee)
OR
2) Log in directly to the bank's website and manually download the updating
(.ofx) file.
--
Peace,
BobJ

"tony" <tony[at]well.com> wrote in message
news:94ab8f3f-ac8b-48a2-8ac8-dc75c8503bd9[at]l6g2000prm.googlegroups.com...
- quote -

Can't speak to Essentials. Re. Deluxe: Yes it allows a non LiveID (aka
Passport) password, IF (BIG IF) you don't require downloaded transaction
data from an FI that doesn't support direct services but is supported via
the third party services.

"tony" <tony[at]well.com> wrote in message
news:94ab8f3f-ac8b-48a2-8ac8-dc75c8503bd9[at]l6g2000prm.googlegroups.com...
- quote -

On Jan 5, 6:27 am, Steve <resp...[at]online.newsgroup> wrote:
- quote -

Thankyou Steve. I take it that password choice in Essentials is
limited to Live ID. Do you happen to know whether Deluxe allows
password storage at home?

T.

Steve <respond[at]online.newsgroup> wrote on 05 Jan 2008 in group
microsoft.public.money:

- quote -

I just noticed that you mentioned "Essentials" in the subject line. If
you're actually using Essentials, all bets are off.

--
Steve B.
New Life Home Improvement

tony <tony[at]well.com> wrote on 05 Jan 2008 in group
microsoft.public.money:

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This is a Financial Institution (FI) that does not cooperate directly
with Microsoft to allow download of your data in OFX format. Instead a
third-party company, perhaps Yodlee, will log in to the bank's web site,
using the account name and password you provide.

Yodlee will log in just as you would and see the same screens you would.
They copy all the data and load it into accounts on the MSN site.
Finally, Money syncronizes with the accounts at MSN.

Your account name and password for the FI's web site are stored in
Money, and you can change them at any time. Using the MSN accounts
allows Yodlee and Microsoft to give you an unchanging interface -- you
just sync with the MSN accounts.

Every time the FI changes their web site, Yodlee has to redo their code.
Sometimes they take a week or two to do the reprogramming. In that case,
your downloads will fail during that time. It usually happens invisibly.
My bank kept changing their page daily the last time, so it was a few
weeks before the automatic downloads started working again.

Check with your FI. Perhaps there's a place on their web site where you
can *manually* download an OFX file. That's what I did while my bank was
futzing around. Some people prefer the manual method to the automatic
synchronization.

Free tip:
If your bank hasn't yet implemented "multi-factor login" where you
provide a password, then answer personal questions, you can expect the
previously mentioned several-week outage while your FI gets it right.
This is an "enhancement" mandated by one the the federal government's
TLA agencies to improve on-line security.

--
Steve B.
New Life Home Improvement

I started to create a new credit card account, found the proper
institution, clicked next.

I received the following message:

- quote -

I do not want to store my passwords at MSN in Live ID, but I don't
seem to have any other choice.

What am I misunderstanding, and what must I do now?

Thank you for your attention

T,