|
#3
| |||
| |||
| Since US Bank charges for the direct OFX online services, it may be that you're entering the wrong credentials (e.g the website credentials where Money is expecting the direct OFX credentials, or vice versa). US Bank may have different credentials for website access versus direct OFX services with Money. -Mark "Sharon Z" <SharonZ[at]discussions.microsoft.com> wrote in message news:CE5AEAF3-8F12-439F-A6DA-0BAA9C367794[at]microsoft.com... - quote - > Thank you for your response! It is U.S. Bank. I have been updated data > for > 10+ years in previous versions of Money with no issues. Just this new > version > has something different that won't let me. > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Sharon Z wrote: > > > > I upgraded to Money Plus Deluxe about 2 weeks ago and the conversion > > > went > > > fine, however I can not update data from the bank. I have talked to > > > support > > > at the bank and they tell me that I am doing everything right. They > > > can see > > > me log in to download the latest info, but the software says "bank wants > > > you > > > to change your password". I have changed the password with them on the > > > telephone with me and it is fine on their end. They told me to contact > > > Microsoft, but I cannot locate anyone to call. Any assistance would be > > > appreciated! > > > If you name the bank, somebody may have some experience to share. Is > > it Chase? > > > Should we at least assume that the description uses the word > > "direct" without the use of the term "third party" in the > > description available thru > > http://www.microsoft.com/money/bankonline.aspx > |
|
#2
| |||
| |||
| In microsoft.public.money, Sharon Z wrote: - quote - > Thank you for your response! It is U.S. Bank. I have been updated data for
I would disable that bank for online access. Then I would set it up> 10+ years in previous versions of Money with no issues. Just this new version > has something different that won't let me. again. AccountList-> ManageOnlineServices. Click the account. Click StopUsingOnlineServices. Then set it up again. Expect to merge each account newly set up with the older one. I know the warning you may see as you merge sounds scary, but its generally OK; you don't lose transactions. If you don't like the result, you can restore a backup. - quote - > "Cal Learner-- MVP" wrote: > > In microsoft.public.money, Sharon Z wrote: > > > > I upgraded to Money Plus Deluxe about 2 weeks ago and the conversion went > > > fine, however I can not update data from the bank. I have talked to support > > > at the bank and they tell me that I am doing everything right. They can see > > > me log in to download the latest info, but the software says "bank wants you > > > to change your password". I have changed the password with them on the > > > telephone with me and it is fine on their end. They told me to contact > > > Microsoft, but I cannot locate anyone to call. Any assistance would be > > > appreciated! > > > If you name the bank, somebody may have some experience to share. Is > > it Chase? > > > Should we at least assume that the description uses the word > > "direct" without the use of the term "third party" in the > > description available thru > > http://www.microsoft.com/money/bankonline.aspx > |
|
#1
| |||
| |||
| Thank you for your response! It is U.S. Bank. I have been updated data for 10+ years in previous versions of Money with no issues. Just this new version has something different that won't let me. "Cal Learner-- MVP" wrote: - quote - > In microsoft.public.money, Sharon Z wrote: > > I upgraded to Money Plus Deluxe about 2 weeks ago and the conversion went > > fine, however I can not update data from the bank. I have talked to support > > at the bank and they tell me that I am doing everything right. They can see > > me log in to download the latest info, but the software says "bank wants you > > to change your password". I have changed the password with them on the > > telephone with me and it is fine on their end. They told me to contact > > Microsoft, but I cannot locate anyone to call. Any assistance would be > > appreciated! > If you name the bank, somebody may have some experience to share. Is > it Chase? > Should we at least assume that the description uses the word > "direct" without the use of the term "third party" in the > description available thru > http://www.microsoft.com/money/bankonline.aspx |
| | |||
| |||
| In microsoft.public.money, Sharon Z wrote: - quote - > I upgraded to Money Plus Deluxe about 2 weeks ago and the conversion went
If you name the bank, somebody may have some experience to share. Is> fine, however I can not update data from the bank. I have talked to support > at the bank and they tell me that I am doing everything right. They can see > me log in to download the latest info, but the software says "bank wants you > to change your password". I have changed the password with them on the > telephone with me and it is fine on their end. They told me to contact > Microsoft, but I cannot locate anyone to call. Any assistance would be > appreciated! it Chase? Should we at least assume that the description uses the word "direct" without the use of the term "third party" in the description available thru http://www.microsoft.com/money/bankonline.aspx |
|
#-1
| |||
| |||
| I upgraded to Money Plus Deluxe about 2 weeks ago and the conversion went fine, however I can not update data from the bank. I have talked to support at the bank and they tell me that I am doing everything right. They can see me log in to download the latest info, but the software says "bank wants you to change your password". I have changed the password with them on the telephone with me and it is fine on their end. They told me to contact Microsoft, but I cannot locate anyone to call. Any assistance would be appreciated! |
| Tags |
| deluxe, money |
Similar Threads | ||||
| Thread | Forum | Replies | Last Post | |
| Money 2007 Deluxe convert from Quicken 2008 Deluxe? Robert S: Can Money 2007 Deluxe convert/import records from Quicken 2008 Deluxe? -- Bob | Microsoft Money | 3 | 08-15-2008 03:50 PM | |
| Possible to upgrade from Money Deluxe & Biz 2003 to Money Deluxe 2006? Glum Sp: Hi folks! Is it possible to upgrade from MS Money Deluxe and Business 2003 to Money Deluxe 2006? Following incorporation of my biz and moving... | Microsoft Money | 3 | 06-17-2006 03:43 AM | |
| Switching to Money 2004 Deluxe from Quicken Deluxe 2001 fcf: The Money package specifically excludes Quicken 2001 from the list of Quicken Versions that Money 2004 will successfully convert from. My... | Microsoft Money | 5 | 11-30-2003 07:11 PM | |
| Money 2002 deluxe data lost during upgrade to 2003 deluxe Chuck Burroughs: On upgrading to 2003 deluxe all data from earlier version was lost. When attempting to restore received the following: "Money can not locate... | Microsoft Money | 1 | 07-31-2003 11:33 PM | |
| Thread Tools | |
| Display Modes | |
| |