Online services -multiple accounts

#4 02-03-2009, 08:16 PM

In microsoft.public.money, Kane wrote:

- quote -

> OK, so I setup a financial institution and choose "setup online services"
> from the todo column. In my case, I have 3 accounts with 3 separate logins
> with Chase. Mortgage, checking and Visa. When I activate one, the other two
> go in-active.

See http://support.microsoft.com/kb/814143/en-us

#3 02-03-2009, 07:42 PM

OK, so I setup a financial institution and choose "setup online services"
from the todo column. In my case, I have 3 accounts with 3 separate logins
with Chase. Mortgage, checking and Visa. When I activate one, the other two
go in-active.

How can I get all 3 profiles working?

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Kane wrote:
> > I have 3 choices here:
> Is "here" the page with a heading called "Manage Online Services?
> If not, you are somewhere else. You can also get there with
> Banking-> AccountTools-> ManageOnlineServices in case you have not
> configured in the AccountList shortcut at the top of the screen.
> > -specifiy where accounts are held
> > -see financial instutitions supported
> > -go to banks and brokers
> > > None of these allow the setup of managed online services.
> There should be a column with a ToDo heading. Some of the accounts
> may have a link that says CheckForNewOnlineServices.
> Also note that http://www.microsoft.com/money/bankonline.aspx should
> be useful to identify which of your FIs have what kind of statement
> download available.
> > > > "Cal Learner-- MVP" wrote:
> > > > In microsoft.public.money, Kane wrote:
> > > > > > I am using MS Money Plus Premium. I cannot find out how to add multiple
> > > > accounts for online updating. I have my checking at one bank, cards at
> > > > multiple other banks and car loans a yet another financial institution. How
> > > > do I setup online services to update all these accounts.
> > > > > > > I wasn only given the option to setup one bank. Period. Please help.
> > > > > AccountList-> ManageOnlineServices
> >

#2 02-03-2009, 07:25 PM

In microsoft.public.money, Kane wrote:

- quote -

> I have 3 choices here:

Is "here" the page with a heading called "Manage Online Services?

If not, you are somewhere else. You can also get there with
Banking-> AccountTools-> ManageOnlineServices in case you have not
configured in the AccountList shortcut at the top of the screen.

- quote -

> -specifiy where accounts are held
> -see financial instutitions supported
> -go to banks and brokers
> None of these allow the setup of managed online services.

There should be a column with a ToDo heading. Some of the accounts
may have a link that says CheckForNewOnlineServices.

Also note that http://www.microsoft.com/money/bankonline.aspx should
be useful to identify which of your FIs have what kind of statement
download available.

- quote -

> "Cal Learner-- MVP" wrote:
> > In microsoft.public.money, Kane wrote:
> > > > I am using MS Money Plus Premium. I cannot find out how to add multiple
> > > accounts for online updating. I have my checking at one bank, cards at
> > > multiple other banks and car loans a yet another financial institution. How
> > > do I setup online services to update all these accounts.
> > > > > I wasn only given the option to setup one bank. Period. Please help.
> > > AccountList-> ManageOnlineServices
>

#1 02-03-2009, 07:17 PM

I have 3 choices here:
-specifiy where accounts are held
-see financial instutitions supported
-go to banks and brokers

None of these allow the setup of managed online services.

"Cal Learner-- MVP" wrote:

- quote -

> In microsoft.public.money, Kane wrote:
> > I am using MS Money Plus Premium. I cannot find out how to add multiple
> > accounts for online updating. I have my checking at one bank, cards at
> > multiple other banks and car loans a yet another financial institution. How
> > do I setup online services to update all these accounts.
> > > I wasn only given the option to setup one bank. Period. Please help.
> AccountList-> ManageOnlineServices

02-03-2009, 06:50 PM

In microsoft.public.money, Kane wrote:

- quote -

> I am using MS Money Plus Premium. I cannot find out how to add multiple
> accounts for online updating. I have my checking at one bank, cards at
> multiple other banks and car loans a yet another financial institution. How
> do I setup online services to update all these accounts.
> I wasn only given the option to setup one bank. Period. Please help.

AccountList-> ManageOnlineServices

#-1 02-03-2009, 06:04 PM

I am using MS Money Plus Premium. I cannot find out how to add multiple
accounts for online updating. I have my checking at one bank, cards at
multiple other banks and car loans a yet another financial institution. How
do I setup online services to update all these accounts.

I wasn only given the option to setup one bank. Period. Please help.

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