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  #8  
Old 07-04-2008, 10:49 PM
Chris Cowles
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Posts: n/a
Default Re: Setting Money Up Properly

"Marilyn & Bob" <Privacy[at]nospam.please> wrote in message news:%23JJZ0Dg3IHA.1436[at]TK2MSFTNGP05.phx.gbl...
- quote -

> Chase will work BUT they may charge you for the service. They charge
> $10/month for downloading the cash/credit accounts. Don't know about credit
> card only. You can, however, download the transactions from their website
> for free.


I use Chase solely for credit cards and pay no fees. I'm satisfied with the service to the point that I switched my Mom, whose finances I manage, from Capital One to Chase. Cap One does not allow scheduled automatic payments, and lots of people complain here of connection problems. Chase allows scheduled payments for the minimum, full balance, or a fixed amount, from the checking account of your choice. Their response to customer service inquiries on the web is fast and satisfactory.
--
Chris Cowles
Gainesville, FL
  #7  
Old 07-04-2008, 08:12 PM
Cal Learner-- MVP
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Default Re: Setting Money Up Properly

In microsoft.public.money, Folksinger wrote:

- quote -

> how can I know for sure which banks will before signing up
> for their card? In particular, I'm looking to get a credit card from Chase
> Bank.


To find which credit cards which will work in the best way, look at
http://www.microsoft.com/money/banko...ovidersOnly#53
You want one that says "direct services" in the description, but
does not have "third party" in the description. That would indicate
that the institution provides OFX servers to let Money get the
transactions directly from the CC company to Money. There are two
different entries that start with "Chase", so make sure you get the
right one.

Lots of credit cards to have OFX servers, tho it may not seem so by
random samples. They tend to be the larger ones. While there are a
lot of others that offer this, Amex, Discover, and Citicard come to
mind.
  #6  
Old 07-04-2008, 06:08 PM
Marilyn & Bob
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Posts: n/a
Default Re: Setting Money Up Properly

Chase will work BUT they may charge you for the service. They charge
$10/month for downloading the cash/credit accounts. Don't know about credit
card only. You can, however, download the transactions from their website
for free.
--
Peace,
BobJ

"Folksinger" <Folksinger[at]discussions.microsoft.com> wrote in message
news:4EB1DE3B-7022-4ADB-9C01-3ECA0E6F253D[at]microsoft.com...
- quote -

> "Chris Cowles" wrote:
> > "Folksinger" <Folksinger[at]discussions.microsoft.com> wrote in message
> > news:6B699E84-29AA-48C5-AA22-51B6CEF42CB4[at]microsoft.com...
> > > Hey Cal,
> > > > > sorry about the "double thank-you" there....another question...
> > > > > I got money to communicate with one of my banks, but not sure it's

> > working
> > > 100% properly. In this particular institution, I have 2 checking

> > accounts, 1
> > > savings account, a car loan, and a credit card.
> > > > > Money is pulling the info for the checking and savings accounts, but

> > doesn't
> > > pull the CC or car loan info. Am I doing something wrong? or is money

> > not
> > > set up to do that> ?
> > > It will, if the bank supports that. Some banks don't manage the credit

> > cards bearing their name. What bank is it?
> > --
> > Chris Cowles
> > Gainesville, FL
> > thanks Chris....it's UNFCU (United Nations Federal Credit Union)....I'm

> thinking about getting a credit card with a different bank if we can't get
> the UNFCU transactions to go into Money automatically. If we determine
> that
> UNFCU won't do it, how can I know for sure which banks will before signing
> up
> for their card? In particular, I'm looking to get a credit card from
> Chase
> Bank.
> tx
> sean



  #5  
Old 07-04-2008, 05:03 PM
Folksinger
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Posts: n/a
Default Re: Setting Money Up Properly



"Chris Cowles" wrote:

- quote -

> "Folksinger" <Folksinger[at]discussions.microsoft.com> wrote in message
> news:6B699E84-29AA-48C5-AA22-51B6CEF42CB4[at]microsoft.com...
> > Hey Cal,
> > > sorry about the "double thank-you" there....another question...
> > > I got money to communicate with one of my banks, but not sure it's

> working
> > 100% properly. In this particular institution, I have 2 checking

> accounts, 1
> > savings account, a car loan, and a credit card.
> > > Money is pulling the info for the checking and savings accounts, but

> doesn't
> > pull the CC or car loan info. Am I doing something wrong? or is money

> not
> > set up to do that> ?

> It will, if the bank supports that. Some banks don't manage the credit
> cards bearing their name. What bank is it?
> --
> Chris Cowles
> Gainesville, FL


thanks Chris....it's UNFCU (United Nations Federal Credit Union)....I'm
thinking about getting a credit card with a different bank if we can't get
the UNFCU transactions to go into Money automatically. If we determine that
UNFCU won't do it, how can I know for sure which banks will before signing up
for their card? In particular, I'm looking to get a credit card from Chase
Bank.

tx
sean
  #4  
Old 07-03-2008, 11:56 PM
Chris Cowles
Guest
 
Posts: n/a
Default Re: Setting Money Up Properly

"Folksinger" <Folksinger[at]discussions.microsoft.com> wrote in message news:6B699E84-29AA-48C5-AA22-51B6CEF42CB4[at]microsoft.com...
- quote -

> Hey Cal,
> sorry about the "double thank-you" there....another question...
> I got money to communicate with one of my banks, but not sure it's working
> 100% properly. In this particular institution, I have 2 checking accounts, 1
> savings account, a car loan, and a credit card.
> Money is pulling the info for the checking and savings accounts, but doesn't
> pull the CC or car loan info. Am I doing something wrong? or is money not
> set up to do that> ?


It will, if the bank supports that. Some banks don't manage the credit cards bearing their name. What bank is it?
--
Chris Cowles
Gainesville, FL
  #3  
Old 07-03-2008, 04:36 PM
Folksinger
Guest
 
Posts: n/a
Default Re: Setting Money Up Properly

Hey Cal,

sorry about the "double thank-you" there....another question...

I got money to communicate with one of my banks, but not sure it's working
100% properly. In this particular institution, I have 2 checking accounts, 1
savings account, a car loan, and a credit card.

Money is pulling the info for the checking and savings accounts, but doesn't
pull the CC or car loan info. Am I doing something wrong? or is money not
set up to do that> ?

tx
sean

"Folksinger" wrote:

- quote -

> Thanks Cal, that did it!
> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Folksinger wrote:
> > > > > > > > in particular, our 2nd mortgage is an interest-only loan for now...how do I
> > > set that up so that Money keeps the principal the same when it applies our
> > > interest only payment?
> > > Set the balloon payment equal to the principal.
> > > Note that you pretty much always want to leave the interest rate

> > blank so that Money will compute it if you know the payments.

>
  #2  
Old 07-03-2008, 04:31 PM
Folksinger
Guest
 
Posts: n/a
Default Re: Setting Money Up Properly

Thanks Cal, that did it!

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Folksinger wrote:
> > > > in particular, our 2nd mortgage is an interest-only loan for now...how do I

> > set that up so that Money keeps the principal the same when it applies our
> > interest only payment?

> Set the balloon payment equal to the principal.
> Note that you pretty much always want to leave the interest rate
> blank so that Money will compute it if you know the payments.

  #1  
Old 07-03-2008, 04:31 PM
Folksinger
Guest
 
Posts: n/a
Default Re: Setting Money Up Properly

Thanks so much Cal....



"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Folksinger wrote:
> > > > in particular, our 2nd mortgage is an interest-only loan for now...how do I

> > set that up so that Money keeps the principal the same when it applies our
> > interest only payment?

> Set the balloon payment equal to the principal.
> Note that you pretty much always want to leave the interest rate
> blank so that Money will compute it if you know the payments.

 
Old 06-24-2008, 10:04 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Setting Money Up Properly

In microsoft.public.money, Folksinger wrote:

- quote -

> in particular, our 2nd mortgage is an interest-only loan for now...how do I
> set that up so that Money keeps the principal the same when it applies our
> interest only payment?


Set the balloon payment equal to the principal.

Note that you pretty much always want to leave the interest rate
blank so that Money will compute it if you know the payments.
  #-1  
Old 06-24-2008, 03:36 PM
Folksinger
Guest
 
Posts: n/a
Default Setting Money Up Properly

Hi All,

trying to get my finances in order....been working to get Money 2006 Premium
all set up. Am running into the following problem:

When setting up our 1st and 2nd mortgages in the system, how do we get it so
that Money allocates the appropriate amount to interest and the appropriate
amount to premium?

in particular, our 2nd mortgage is an interest-only loan for now...how do I
set that up so that Money keeps the principal the same when it applies our
interest only payment?

tx

 

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