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  #13  
Old 10-15-2008, 12:23 PM
Jamie
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Posts: n/a
Default Re: Help with online services in money Plus

Ok finally got this fixed and it was resolved by removing the services and
readding the bill pay services back in. Cal was correct in that you needed
your microsoft ID and not use the username you use to get into bill pay.
Password is the same but username is not. See below:



"Your problem in getting the right User ID / Password to set the
accounts back up may be that you used the Web User ID. This is
usually different from the 2-way OFX User ID. Since you restored a
backup that is still active, you should go to the "Read Call Summary
Messages" page. On the left is a link to "Manage your passwords". It
will show the User IDs that are currently in use. MSN Bill Pay User
IDs are usually the SSAN plus some digits. "



"jamie" <kokopelli2305[at]hotmail.com> wrote in message
news:9FCFB7E5-CB63-4715-A2BE-473A76854161[at]microsoft.com...
- quote -

> Well I backed up my file before doing this.
> When doing this and trying to setup my online services again it would not
> allow me to use my id and password. kept saying incorrect so I logged
> into msn bill pay and changed password just to do it.
> Still no go could not get money bill pay services added back into money so
> I went back to my backup file and everything was back but the bill pay
> password wouldn't work anymore. Once I updated this to the newly modified
> password it would reconnect to money. So not sure if it is the username
> that seems to be the problem in the above step or what but was sweating it
> big time.
> So now not sure what to do.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:mdo3b4dqigp5qvd6q7gf00ql813ka7s1di[at]4ax.com...
> > In microsoft.public.money, jamie wrote:
> > > > > > I was just relaying what happens when I do this. I have 2 accounts. But
> > > they are setup TWICE in MONEY one as a Bill Pay account and one as a
> > > standard money account. I want bill pay options in my standard money
> > > account so the only way I see to do this is to move (merge, copy) these
> > > to
> > > the Bill Pay account and eliminate the standard account.
> > > > See if this works for you:
> > > Go to Manage Online Services and click MSN Bill Pay. Click the link

> > to Stop using MSN Bill Pay in Money. If you have any automatic
> > payments (Apay) set up, go to the Bills List and delete the bill
> > model that is left behind. Also delete all the extra MSN Bill Pay
> > accounts. Now go back through the MSN Bill Pay setup - clicking the
> > link to set up services back in the Manage Online Services page.
> > When you make the call where Money requests the information on what
> > accounts are available from MSN Bill Pay, you'll get a chance to
> > match the accounts with existing banking accounts. Make sure you
> > know the account numbers of the accounts that they should match -
> > and what those accounts are named in your Money file.



  #12  
Old 08-30-2008, 07:02 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

In microsoft.public.money, jamie wrote:

- quote -

> Is there a way to possilby remove the account in bill pay and re add it so
> it will want to Merge? Is there something I need to make sure is the same
> before doing this so that it will Merge?




Your problem in getting the right User ID / Password to set the
accounts back up may be that you used the Web User ID. This is
usually different from the 2-way OFX User ID. Since you restored a
backup that is still active, you should go to the "Read Call Summary
Messages" page. On the left is a link to "Manage your passwords". It
will show the User IDs that are currently in use. MSN Bill Pay User
IDs are usually the SSAN plus some digits.


- quote -

> Jamie
> "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> news:9FCFB7E5-CB63-4715-A2BE-473A76854161[at]microsoft.com...
> > Well I backed up my file before doing this.
> > When doing this and trying to setup my online services again it would not
> > allow me to use my id and password. kept saying incorrect so I logged
> > into msn bill pay and changed password just to do it.
> > Still no go could not get money bill pay services added back into money so
> > I went back to my backup file and everything was back but the bill pay
> > password wouldn't work anymore. Once I updated this to the newly modified
> > password it would reconnect to money. So not sure if it is the username
> > that seems to be the problem in the above step or what but was sweating it
> > big time.
> > > So now not sure what to do.
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > news:mdo3b4dqigp5qvd6q7gf00ql813ka7s1di[at]4ax.com...
> > > In microsoft.public.money, jamie wrote:
> > > > > > > > > I was just relaying what happens when I do this. I have 2 accounts. But
> > > > they are setup TWICE in MONEY one as a Bill Pay account and one as a
> > > > standard money account. I want bill pay options in my standard money
> > > > account so the only way I see to do this is to move (merge, copy) these
> > > > to
> > > > the Bill Pay account and eliminate the standard account.
> > > > > > > See if this works for you:
> > > > > Go to Manage Online Services and click MSN Bill Pay. Click the link
> > > to Stop using MSN Bill Pay in Money. If you have any automatic
> > > payments (Apay) set up, go to the Bills List and delete the bill
> > > model that is left behind. Also delete all the extra MSN Bill Pay
> > > accounts. Now go back through the MSN Bill Pay setup - clicking the
> > > link to set up services back in the Manage Online Services page.
> > > When you make the call where Money requests the information on what
> > > accounts are available from MSN Bill Pay, you'll get a chance to
> > > match the accounts with existing banking accounts. Make sure you
> > > know the account numbers of the accounts that they should match -
> > > and what those accounts are named in your Money file.

>
  #11  
Old 08-30-2008, 04:30 PM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

Is there a way to possilby remove the account in bill pay and re add it so
it will want to Merge? Is there something I need to make sure is the same
before doing this so that it will Merge?

Jamie

"jamie" <kokopelli2305[at]hotmail.com> wrote in message
news:9FCFB7E5-CB63-4715-A2BE-473A76854161[at]microsoft.com...
- quote -

> Well I backed up my file before doing this.
> When doing this and trying to setup my online services again it would not
> allow me to use my id and password. kept saying incorrect so I logged
> into msn bill pay and changed password just to do it.
> Still no go could not get money bill pay services added back into money so
> I went back to my backup file and everything was back but the bill pay
> password wouldn't work anymore. Once I updated this to the newly modified
> password it would reconnect to money. So not sure if it is the username
> that seems to be the problem in the above step or what but was sweating it
> big time.
> So now not sure what to do.
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:mdo3b4dqigp5qvd6q7gf00ql813ka7s1di[at]4ax.com...
> > In microsoft.public.money, jamie wrote:
> > > > > > I was just relaying what happens when I do this. I have 2 accounts. But
> > > they are setup TWICE in MONEY one as a Bill Pay account and one as a
> > > standard money account. I want bill pay options in my standard money
> > > account so the only way I see to do this is to move (merge, copy) these
> > > to
> > > the Bill Pay account and eliminate the standard account.
> > > > See if this works for you:
> > > Go to Manage Online Services and click MSN Bill Pay. Click the link

> > to Stop using MSN Bill Pay in Money. If you have any automatic
> > payments (Apay) set up, go to the Bills List and delete the bill
> > model that is left behind. Also delete all the extra MSN Bill Pay
> > accounts. Now go back through the MSN Bill Pay setup - clicking the
> > link to set up services back in the Manage Online Services page.
> > When you make the call where Money requests the information on what
> > accounts are available from MSN Bill Pay, you'll get a chance to
> > match the accounts with existing banking accounts. Make sure you
> > know the account numbers of the accounts that they should match -
> > and what those accounts are named in your Money file.


  #10  
Old 08-26-2008, 03:33 AM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

Well I backed up my file before doing this.
When doing this and trying to setup my online services again it would not
allow me to use my id and password. kept saying incorrect so I logged into
msn bill pay and changed password just to do it.
Still no go could not get money bill pay services added back into money so I
went back to my backup file and everything was back but the bill pay
password wouldn't work anymore. Once I updated this to the newly modified
password it would reconnect to money. So not sure if it is the username
that seems to be the problem in the above step or what but was sweating it
big time.

So now not sure what to do.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:mdo3b4dqigp5qvd6q7gf00ql813ka7s1di[at]4ax.com...
- quote -

> In microsoft.public.money, jamie wrote:
> > > I was just relaying what happens when I do this. I have 2 accounts. But

> > they are setup TWICE in MONEY one as a Bill Pay account and one as a
> > standard money account. I want bill pay options in my standard money
> > account so the only way I see to do this is to move (merge, copy) these to
> > the Bill Pay account and eliminate the standard account.

> See if this works for you:
> Go to Manage Online Services and click MSN Bill Pay. Click the link
> to Stop using MSN Bill Pay in Money. If you have any automatic
> payments (Apay) set up, go to the Bills List and delete the bill
> model that is left behind. Also delete all the extra MSN Bill Pay
> accounts. Now go back through the MSN Bill Pay setup - clicking the
> link to set up services back in the Manage Online Services page.
> When you make the call where Money requests the information on what
> accounts are available from MSN Bill Pay, you'll get a chance to
> match the accounts with existing banking accounts. Make sure you
> know the account numbers of the accounts that they should match -
> and what those accounts are named in your Money file.


  #9  
Old 08-24-2008, 10:34 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

In microsoft.public.money, jamie wrote:

- quote -

> I was just relaying what happens when I do this. I have 2 accounts. But
> they are setup TWICE in MONEY one as a Bill Pay account and one as a
> standard money account. I want bill pay options in my standard money
> account so the only way I see to do this is to move (merge, copy) these to
> the Bill Pay account and eliminate the standard account.



See if this works for you:

Go to Manage Online Services and click MSN Bill Pay. Click the link
to Stop using MSN Bill Pay in Money. If you have any automatic
payments (Apay) set up, go to the Bills List and delete the bill
model that is left behind. Also delete all the extra MSN Bill Pay
accounts. Now go back through the MSN Bill Pay setup - clicking the
link to set up services back in the Manage Online Services page.
When you make the call where Money requests the information on what
accounts are available from MSN Bill Pay, you'll get a chance to
match the accounts with existing banking accounts. Make sure you
know the account numbers of the accounts that they should match -
and what those accounts are named in your Money file.
  #8  
Old 08-24-2008, 07:34 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

On Aug 24, 12:37*pm, "jamie" <kokopelli2...[at]hotmail.com> wrote:
- quote -

> I was just relaying what happens when I do this. *I have 2 accounts. *But
> they are setup TWICE in MONEY one as a Bill Pay account and one as a
> standard money account. *


Why not keep the accounts separate. As bills are paid in Money
through the Bill Pay account,
your balance will go negative. When these payments post to your bank
account you can
categorize each transaction as a transfer to the Bill Pay account.
This should balance the Bill Pay
account to zero each month.
  #7  
Old 08-24-2008, 04:55 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

In microsoft.public.money, jamie wrote:

- quote -

> I believe this is exactly what I want to do.
> I was just relaying what happens when I do this. I have 2 accounts. But
> they are setup TWICE in MONEY one as a Bill Pay account and one as a
> standard money account. I want bill pay options in my standard money
> account so the only way I see to do this is to move (merge, copy) these to
> the Bill Pay account and eliminate the standard account.
> I was only letting you know what happened when I followed your instruction.
> Please help.f


I don't know about using a bill pay account.

Why not just Close the one you don't want if the transactions are
being duplicated?
  #6  
Old 08-24-2008, 04:37 PM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

I believe this is exactly what I want to do.

I was just relaying what happens when I do this. I have 2 accounts. But
they are setup TWICE in MONEY one as a Bill Pay account and one as a
standard money account. I want bill pay options in my standard money
account so the only way I see to do this is to move (merge, copy) these to
the Bill Pay account and eliminate the standard account.

I was only letting you know what happened when I followed your instruction.
Please help.



"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:4sn1b4dlrv31omn8m22ljhu1ul2r5irgot[at]4ax.com...
- quote -

> In microsoft.public.money, jamie wrote:
> > Cal,
> > When doing this it says:
> > > You have no accounts to merge.

> Merge is to merge an account set up for online access with one that
> is not. Apparently that is not the situation you are wanting to deal
> with.
> > > Cancel
> > > "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message

> > news:2h70b4lemudf5ic8pb7s464hmu6rlm2b3q[at]4ax.com...
> > > In microsoft.public.money, jamie wrote:
> > > > > > These are the accounts. Is this how I should do it or do I do it some
> > > > other
> > > > way?
> > > > > In Money Plus, click AccountList-> MergeDuplicateAccounts to combine
> > > a new online account with an existing account.
> > > > > > > > > > > > What is the recommended way when first adding a new account to get
> > > > these features working together?
> > > > > > > Combining Accounts in the Same Money File
> > > > To combine accounts in the same Money file, use the appropriate method
> > > > for
> > > > your version of Money.
> > > > > > > In Money 2002 and later, click Copy to Account.
> > > > 3. Double-click Account B to move the transaction.
> > > > 4. Repeat steps 1 through 3 until all transactions from Account A have
> > > > been
> > > > moved to Account B.
> > > > Account A should now have no transactions.
> > > > > > > Jamie
> > > > > > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > > > news:04329712-A5E5-428D-A710-4048D41CD0A0[at]microsoft.com...
> > > > > Ok I now have two accounts showing up in money called:
> > > > > MSN Bill Pay Checking
> > > > > MSN Bill Pay Checking #2
> > > > > > > > > Could one of these be the account I'm looking for? I also have
> > > > > another
> > > > > account that I have setup in bill pay. If this is what these are how
> > > > > do
> > > > > I
> > > > > link them to the actual accounts?
> > > > > > > > > Jamie
> > > > > ------------------------------ > > > > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > > > > news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
> > > > > > Ok I have two problems.
> > > > > > > > > > > 1. I have two accounts setup to use MSN Bill Pay and I want to add a
> > > > > > new
> > > > > > account to this service and I don't remember how to do this and have
> > > > > > searched all over and can't find the anwser. I have added the
> > > > > > account
> > > > > > online in bill pay and confirmed it but can't get the EPAY option in
> > > > > > the
> > > > > > account in Money Plus
> > > > > > > > > > > 2. How do you modify an account's details once you use it to pay an
> > > > > > online bill. I have an account that I need to change the account
> > > > > > number
> > > > > > and it will not let me. I have another that I can't change the
> > > > > > address.
> > > > > > > > > > > Here is what I do:
> > > > > > 1. Start Money.
> > > > > > 2. Open the Payee List.
> > > > > > . In Microsoft Money 2005 and later versions, click Banking,
> > > > > > click
> > > > > > Account Tools, click Categories & Payees, and then click Payees.
> > > > > > . In Microsoft Money 2004 and earlier versions, click Accounts
> > > > > > &
> > > > > > Bills, click Categories & Payees, and then click Payees.
> > > > > > 3. Find the payee that is causing the failure and click Go To
> > > > > > Payee.
> > > > > > 4. Click Change Details and Payment Options.
> > > > > > 5. Select Online Billing Details from the drop down menu, and then
> > > > > > click OK.
> > > > > > 6. Click the Address tab, and then change the account number, by
> > > > > > removing all the dashes in the account number.
> > > > > > 7. If you have a Funds Transfer tab and a Payee ID tab, make sure
> > > > > > that
> > > > > > you change the account number on these tabs also.
> > > > > > 8. Click OK, and then click Done.
> > > > > > > > > > > Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> > > > > > anything except cancel.
> > > >

  #5  
Old 08-24-2008, 04:12 AM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

In microsoft.public.money, jamie wrote:

- quote -

> Cal,
> When doing this it says:
> You have no accounts to merge.


Merge is to merge an account set up for online access with one that
is not. Apparently that is not the situation you are wanting to deal
with.


- quote -

> Cancel
> "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
> news:2h70b4lemudf5ic8pb7s464hmu6rlm2b3q[at]4ax.com...
> > In microsoft.public.money, jamie wrote:
> > > > These are the accounts. Is this how I should do it or do I do it some
> > > other
> > > way?
> > > In Money Plus, click AccountList-> MergeDuplicateAccounts to combine

> > a new online account with an existing account.
> > > > > > > What is the recommended way when first adding a new account to get
> > > these features working together?
> > > > > Combining Accounts in the Same Money File
> > > To combine accounts in the same Money file, use the appropriate method for
> > > your version of Money.
> > > > > In Money 2002 and later, click Copy to Account.
> > > 3. Double-click Account B to move the transaction.
> > > 4. Repeat steps 1 through 3 until all transactions from Account A have
> > > been
> > > moved to Account B.
> > > Account A should now have no transactions.
> > > > > Jamie
> > > > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > > news:04329712-A5E5-428D-A710-4048D41CD0A0[at]microsoft.com...
> > > > Ok I now have two accounts showing up in money called:
> > > > MSN Bill Pay Checking
> > > > MSN Bill Pay Checking #2
> > > > > > > Could one of these be the account I'm looking for? I also have another
> > > > account that I have setup in bill pay. If this is what these are how do
> > > > I
> > > > link them to the actual accounts?
> > > > > > > Jamie
> > > > ------------------------------ > > > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > > > news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
> > > > > Ok I have two problems.
> > > > > > > > > 1. I have two accounts setup to use MSN Bill Pay and I want to add a
> > > > > new
> > > > > account to this service and I don't remember how to do this and have
> > > > > searched all over and can't find the anwser. I have added the account
> > > > > online in bill pay and confirmed it but can't get the EPAY option in
> > > > > the
> > > > > account in Money Plus
> > > > > > > > > 2. How do you modify an account's details once you use it to pay an
> > > > > online bill. I have an account that I need to change the account
> > > > > number
> > > > > and it will not let me. I have another that I can't change the
> > > > > address.
> > > > > > > > > Here is what I do:
> > > > > 1. Start Money.
> > > > > 2. Open the Payee List.
> > > > > . In Microsoft Money 2005 and later versions, click Banking,
> > > > > click
> > > > > Account Tools, click Categories & Payees, and then click Payees.
> > > > > . In Microsoft Money 2004 and earlier versions, click Accounts &
> > > > > Bills, click Categories & Payees, and then click Payees.
> > > > > 3. Find the payee that is causing the failure and click Go To Payee.
> > > > > 4. Click Change Details and Payment Options.
> > > > > 5. Select Online Billing Details from the drop down menu, and then
> > > > > click OK.
> > > > > 6. Click the Address tab, and then change the account number, by
> > > > > removing all the dashes in the account number.
> > > > > 7. If you have a Funds Transfer tab and a Payee ID tab, make sure
> > > > > that
> > > > > you change the account number on these tabs also.
> > > > > 8. Click OK, and then click Done.
> > > > > > > > > Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> > > > > anything except cancel.
> > >
  #4  
Old 08-23-2008, 10:34 PM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

Cal,
When doing this it says:

You have no accounts to merge.

Cancel

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:2h70b4lemudf5ic8pb7s464hmu6rlm2b3q[at]4ax.com...
- quote -

> In microsoft.public.money, jamie wrote:
> > These are the accounts. Is this how I should do it or do I do it some
> > other
> > way?

> In Money Plus, click AccountList-> MergeDuplicateAccounts to combine
> a new online account with an existing account.
> > What is the recommended way when first adding a new account to get
> > these features working together?
> > > Combining Accounts in the Same Money File

> > To combine accounts in the same Money file, use the appropriate method for
> > your version of Money.
> > > In Money 2002 and later, click Copy to Account.

> > 3. Double-click Account B to move the transaction.
> > 4. Repeat steps 1 through 3 until all transactions from Account A have
> > been
> > moved to Account B.
> > Account A should now have no transactions.
> > > Jamie
> > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message

> > news:04329712-A5E5-428D-A710-4048D41CD0A0[at]microsoft.com...
> > > Ok I now have two accounts showing up in money called:
> > > MSN Bill Pay Checking
> > > MSN Bill Pay Checking #2
> > > > > Could one of these be the account I'm looking for? I also have another
> > > account that I have setup in bill pay. If this is what these are how do
> > > I
> > > link them to the actual accounts?
> > > > > Jamie
> > > ------------------------------ > > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > > news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
> > > > Ok I have two problems.
> > > > > > > 1. I have two accounts setup to use MSN Bill Pay and I want to add a
> > > > new
> > > > account to this service and I don't remember how to do this and have
> > > > searched all over and can't find the anwser. I have added the account
> > > > online in bill pay and confirmed it but can't get the EPAY option in
> > > > the
> > > > account in Money Plus
> > > > > > > 2. How do you modify an account's details once you use it to pay an
> > > > online bill. I have an account that I need to change the account
> > > > number
> > > > and it will not let me. I have another that I can't change the
> > > > address.
> > > > > > > Here is what I do:
> > > > 1. Start Money.
> > > > 2. Open the Payee List.
> > > > . In Microsoft Money 2005 and later versions, click Banking,
> > > > click
> > > > Account Tools, click Categories & Payees, and then click Payees.
> > > > . In Microsoft Money 2004 and earlier versions, click Accounts &
> > > > Bills, click Categories & Payees, and then click Payees.
> > > > 3. Find the payee that is causing the failure and click Go To Payee.
> > > > 4. Click Change Details and Payment Options.
> > > > 5. Select Online Billing Details from the drop down menu, and then
> > > > click OK.
> > > > 6. Click the Address tab, and then change the account number, by
> > > > removing all the dashes in the account number.
> > > > 7. If you have a Funds Transfer tab and a Payee ID tab, make sure
> > > > that
> > > > you change the account number on these tabs also.
> > > > 8. Click OK, and then click Done.
> > > > > > > Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> > > > anything except cancel.

> >

  #3  
Old 08-23-2008, 02:29 PM
Cal Learner-- MVP
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

In microsoft.public.money, jamie wrote:

- quote -

> These are the accounts. Is this how I should do it or do I do it some other
> way?


In Money Plus, click AccountList-> MergeDuplicateAccounts to combine
a new online account with an existing account.




- quote -

> What is the recommended way when first adding a new account to get
> these features working together?
> Combining Accounts in the Same Money File
> To combine accounts in the same Money file, use the appropriate method for
> your version of Money.
> In Money 2002 and later, click Copy to Account.
> 3. Double-click Account B to move the transaction.
> 4. Repeat steps 1 through 3 until all transactions from Account A have been
> moved to Account B.
> Account A should now have no transactions.
> Jamie
> "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> news:04329712-A5E5-428D-A710-4048D41CD0A0[at]microsoft.com...
> > Ok I now have two accounts showing up in money called:
> > MSN Bill Pay Checking
> > MSN Bill Pay Checking #2
> > > Could one of these be the account I'm looking for? I also have another

> > account that I have setup in bill pay. If this is what these are how do I
> > link them to the actual accounts?
> > > Jamie

> > ------------------------------ > > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> > news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
> > > Ok I have two problems.
> > > > > 1. I have two accounts setup to use MSN Bill Pay and I want to add a new
> > > account to this service and I don't remember how to do this and have
> > > searched all over and can't find the anwser. I have added the account
> > > online in bill pay and confirmed it but can't get the EPAY option in the
> > > account in Money Plus
> > > > > 2. How do you modify an account's details once you use it to pay an
> > > online bill. I have an account that I need to change the account number
> > > and it will not let me. I have another that I can't change the address.
> > > > > Here is what I do:
> > > 1. Start Money.
> > > 2. Open the Payee List.
> > > . In Microsoft Money 2005 and later versions, click Banking, click
> > > Account Tools, click Categories & Payees, and then click Payees.
> > > . In Microsoft Money 2004 and earlier versions, click Accounts &
> > > Bills, click Categories & Payees, and then click Payees.
> > > 3. Find the payee that is causing the failure and click Go To Payee.
> > > 4. Click Change Details and Payment Options.
> > > 5. Select Online Billing Details from the drop down menu, and then
> > > click OK.
> > > 6. Click the Address tab, and then change the account number, by
> > > removing all the dashes in the account number.
> > > 7. If you have a Funds Transfer tab and a Payee ID tab, make sure that
> > > you change the account number on these tabs also.
> > > 8. Click OK, and then click Done.
> > > > > Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> > > anything except cancel.

>
  #2  
Old 08-23-2008, 02:19 PM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

These are the accounts. Is this how I should do it or do I do it some other
way? What is the recommended way when first adding a new account to get
these features working together?

Combining Accounts in the Same Money File
To combine accounts in the same Money file, use the appropriate method for
your version of Money.

In Money 2002 and later, click Copy to Account.
3. Double-click Account B to move the transaction.
4. Repeat steps 1 through 3 until all transactions from Account A have been
moved to Account B.
Account A should now have no transactions.

Jamie

"jamie" <kokopelli2305[at]hotmail.com> wrote in message
news:04329712-A5E5-428D-A710-4048D41CD0A0[at]microsoft.com...
- quote -

> Ok I now have two accounts showing up in money called:
> MSN Bill Pay Checking
> MSN Bill Pay Checking #2
> Could one of these be the account I'm looking for? I also have another
> account that I have setup in bill pay. If this is what these are how do I
> link them to the actual accounts?
> Jamie
> ------------------------------ > "jamie" <kokopelli2305[at]hotmail.com> wrote in message
> news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
> > Ok I have two problems.
> > > 1. I have two accounts setup to use MSN Bill Pay and I want to add a new

> > account to this service and I don't remember how to do this and have
> > searched all over and can't find the anwser. I have added the account
> > online in bill pay and confirmed it but can't get the EPAY option in the
> > account in Money Plus
> > > 2. How do you modify an account's details once you use it to pay an

> > online bill. I have an account that I need to change the account number
> > and it will not let me. I have another that I can't change the address.
> > > Here is what I do:

> > 1. Start Money.
> > 2. Open the Payee List.
> > . In Microsoft Money 2005 and later versions, click Banking, click
> > Account Tools, click Categories & Payees, and then click Payees.
> > . In Microsoft Money 2004 and earlier versions, click Accounts &
> > Bills, click Categories & Payees, and then click Payees.
> > 3. Find the payee that is causing the failure and click Go To Payee.
> > 4. Click Change Details and Payment Options.
> > 5. Select Online Billing Details from the drop down menu, and then
> > click OK.
> > 6. Click the Address tab, and then change the account number, by
> > removing all the dashes in the account number.
> > 7. If you have a Funds Transfer tab and a Payee ID tab, make sure that
> > you change the account number on these tabs also.
> > 8. Click OK, and then click Done.
> > > Problem is on Step 5 when I click OK - NOTHING happens so I can't do

> > anything except cancel.


  #1  
Old 08-20-2008, 12:21 PM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

Ok I now have two accounts showing up in money called:
MSN Bill Pay Checking
MSN Bill Pay Checking #2

Could one of these be the account I'm looking for? I also have another
account that I have setup in bill pay. If this is what these are how do I
link them to the actual accounts?

Jamie
------------------------------ "jamie" <kokopelli2305[at]hotmail.com> wrote in message
news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
- quote -

> Ok I have two problems.
> 1. I have two accounts setup to use MSN Bill Pay and I want to add a new
> account to this service and I don't remember how to do this and have
> searched all over and can't find the anwser. I have added the account
> online in bill pay and confirmed it but can't get the EPAY option in the
> account in Money Plus
> 2. How do you modify an account's details once you use it to pay an online
> bill. I have an account that I need to change the account number and it
> will not let me. I have another that I can't change the address.
> Here is what I do:
> 1. Start Money.
> 2. Open the Payee List.
> . In Microsoft Money 2005 and later versions, click Banking, click
> Account Tools, click Categories & Payees, and then click Payees.
> . In Microsoft Money 2004 and earlier versions, click Accounts &
> Bills, click Categories & Payees, and then click Payees.
> 3. Find the payee that is causing the failure and click Go To Payee.
> 4. Click Change Details and Payment Options.
> 5. Select Online Billing Details from the drop down menu, and then
> click OK.
> 6. Click the Address tab, and then change the account number, by
> removing all the dashes in the account number.
> 7. If you have a Funds Transfer tab and a Payee ID tab, make sure that
> you change the account number on these tabs also.
> 8. Click OK, and then click Done.
> Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> anything except cancel.


 
Old 08-18-2008, 03:55 AM
jamie
Guest
 
Posts: n/a
Default Re: Help with online services in money Plus

Ok still need help on item 1 but figured out a work around on Item 2 here is
what I did:
1. Open the Account List.
2. Open the account that you used to record payments to the specific
payee.
3. Click to select the Show Transaction Forms check box.
4. Click one of the transactions that you recorded with the specific
payee.
5. Click Options, and then click Edit Address.
After doing this I could even go back to the original steps below and it
would then allow me to click ok and actually give me account details and
allow me to edit information!
One thing I noticed before when going to edit the details as described below
my options for selection were:
(account name which I pay from) Online Billing Details
After doing the above this changed to:
MSN Bill Pay - Online Billing Details
Then I can click ok.


"jamie" <kokopelli2305[at]hotmail.com> wrote in message
news:7F29843E-4044-4449-B00F-D0AA7D6C1960[at]microsoft.com...
- quote -

> Ok I have two problems.
> 1. I have two accounts setup to use MSN Bill Pay and I want to add a new
> account to this service and I don't remember how to do this and have
> searched all over and can't find the anwser. I have added the account
> online in bill pay and confirmed it but can't get the EPAY option in the
> account in Money Plus
> 2. How do you modify an account's details once you use it to pay an online
> bill. I have an account that I need to change the account number and it
> will not let me. I have another that I can't change the address.
> Here is what I do:
> 1. Start Money.
> 2. Open the Payee List.
> . In Microsoft Money 2005 and later versions, click Banking, click
> Account Tools, click Categories & Payees, and then click Payees.
> . In Microsoft Money 2004 and earlier versions, click Accounts &
> Bills, click Categories & Payees, and then click Payees.
> 3. Find the payee that is causing the failure and click Go To Payee.
> 4. Click Change Details and Payment Options.
> 5. Select Online Billing Details from the drop down menu, and then
> click OK.
> 6. Click the Address tab, and then change the account number, by
> removing all the dashes in the account number.
> 7. If you have a Funds Transfer tab and a Payee ID tab, make sure that
> you change the account number on these tabs also.
> 8. Click OK, and then click Done.
> Problem is on Step 5 when I click OK - NOTHING happens so I can't do
> anything except cancel.


  #-1  
Old 08-18-2008, 03:45 AM
jamie
Guest
 
Posts: n/a
Default Help with online services in money Plus

Ok I have two problems.

1. I have two accounts setup to use MSN Bill Pay and I want to add a new
account to this service and I don't remember how to do this and have
searched all over and can't find the anwser. I have added the account
online in bill pay and confirmed it but can't get the EPAY option in the
account in Money Plus

2. How do you modify an account's details once you use it to pay an online
bill. I have an account that I need to change the account number and it
will not let me. I have another that I can't change the address.

Here is what I do:
1. Start Money.
2. Open the Payee List.
. In Microsoft Money 2005 and later versions, click Banking, click
Account Tools, click Categories & Payees, and then click Payees.
. In Microsoft Money 2004 and earlier versions, click Accounts &
Bills, click Categories & Payees, and then click Payees.
3. Find the payee that is causing the failure and click Go To Payee.
4. Click Change Details and Payment Options.
5. Select Online Billing Details from the drop down menu, and then click
OK.
6. Click the Address tab, and then change the account number, by
removing all the dashes in the account number.
7. If you have a Funds Transfer tab and a Payee ID tab, make sure that
you change the account number on these tabs also.
8. Click OK, and then click Done.

Problem is on Step 5 when I click OK - NOTHING happens so I can't do
anything except cancel.

 

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money, online, services
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