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Old 09-30-2003, 11:55 PM
Jim
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Posts: n/a
Default Re: Money2004 can't setup online service with American Express or TruWest CU

got the Amex problem solved. On the other, I found that the MECU is still
valid for the east coast, but TruWest is valid for me. However, TruWest
hasn't set themselves up to work with Money.

thanks

Jim


"Joe Norton" <jfnorton[at]optonline.net> wrote in message
news:etHwM2dhDHA.1696[at]TK2MSFTNGP09.phx.gbl...
- quote -

> See below
> --
> Joe Norton
> "Jim" <dorjejim[at]yahoo.com> wrote in message
> news:enm6BsXhDHA.2400[at]TK2MSFTNGP11.phx.gbl...
> > I'm trying to setup the online service with American Express and it

gives
> an
> > identification code and routing number, yet there doesn't seem to be a

> place
> > to put this into Money. Am I missing something?

> In Money 2004 -- Go to "Set up Online Services" -- Find American Express

and
> either "Change Financial Institution" or "Modify Services", depending on
> where it is in the list. Proceeding down either path will take you to a
> screen to enter the info from American Express
> > > Also, I have an account with what once was known as Motorola Employees

> > Credit Union (which is listed in the online financial institutions) but

> they
> > changed their name to TruWest Credit Union a long time ago. Now the

> online
> > setup goes to the wrong url. Any way to change this?

> Yes. In Money 2004 -- Go to "Account Details" for the account in

question.
> Select "Update Contact Info for this Bank or Broker". Then select "Update
> Advanced Web Settings" from the "common Tasks" list on the left.
> > > thanks!
> > > Jim

>

 
Old 09-28-2003, 04:28 PM
Joe Norton
Guest
 
Posts: n/a
Default Re: Money2004 can't setup online service with American Express or TruWest CU

See below
--

Joe Norton



"Jim" <dorjejim[at]yahoo.com> wrote in message
news:enm6BsXhDHA.2400[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I'm trying to setup the online service with American Express and it gives
an
> identification code and routing number, yet there doesn't seem to be a

place
> to put this into Money. Am I missing something?


In Money 2004 -- Go to "Set up Online Services" -- Find American Express and
either "Change Financial Institution" or "Modify Services", depending on
where it is in the list. Proceeding down either path will take you to a
screen to enter the info from American Express
- quote -

> Also, I have an account with what once was known as Motorola Employees
> Credit Union (which is listed in the online financial institutions) but

they
> changed their name to TruWest Credit Union a long time ago. Now the

online
> setup goes to the wrong url. Any way to change this?


Yes. In Money 2004 -- Go to "Account Details" for the account in question.
Select "Update Contact Info for this Bank or Broker". Then select "Update
Advanced Web Settings" from the "common Tasks" list on the left.

- quote -

> thanks!
> Jim



  #-1  
Old 09-28-2003, 04:43 AM
Jim
Guest
 
Posts: n/a
Default Money2004 can't setup online service with American Express or TruWest CU

I'm trying to setup the online service with American Express and it gives an
identification code and routing number, yet there doesn't seem to be a place
to put this into Money. Am I missing something?

Also, I have an account with what once was known as Motorola Employees
Credit Union (which is listed in the online financial institutions) but they
changed their name to TruWest Credit Union a long time ago. Now the online
setup goes to the wrong url. Any way to change this?

thanks!

Jim


 

Tags
american, express, money2004, online, service, setup, truwest
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