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Old 01-01-2004, 06:44 PM
Bill
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Posts: n/a
Default Re: Setting up a Credit card for online access

Thanks for your detailed reply! Unfortunately Discover
does not show up in password manager I assume because I
have not had a successful connection yet. The same is
true under online services. I looks like I need to call
Discover.

I finally had to call Discover and it appears that it was
a lockout - trying too many times I guess. Everything
works fine now.

Thanks again.

- quote -

> -----Original Message-----
> I just recently setup a Discover Card in M03. It uses

the user id and
> password you create for web access.
> In M03, (I'll guess it's real similar in M04) go to File
> Password
> Manager > Financial Instutional settings tab. Note that

from this
> dialog, you can't change the username, just the password.
> For changing both the user name and the password

associated for your
> financial instution, (that in turn associates with your

Discover Card),
> get to the Online Services Manager screen, and click

modify services if
> you already have this setup, (if not setup already,

you'll need to
> change the online services associated with the account).

Follow the
> prompts from there. Again this is how M03 works, assume

real close in M04.
> Bill wrote:
> > Using Money Small Business 2004. I had no problem
> > setting up my citibank credit cards, but for some

reason
> > my DiscoverCard setup won't work. I am using the

correct
> > ID and passwords as I have tested them at the dicover
> > site.
> > > Is there another location in Money 2004 where I can

enter
> > (and check) the connection and setup details for

credit
> > cards and banks?

> .

  #1  
Old 01-01-2004, 06:07 AM
Retired Coal Miner
Guest
 
Posts: n/a
Default Re: Setting up a Credit card for online access

I just recently setup a Discover Card in M03. It uses the user id and
password you create for web access.

In M03, (I'll guess it's real similar in M04) go to File > Password
Manager > Financial Instutional settings tab. Note that from this
dialog, you can't change the username, just the password.

For changing both the user name and the password associated for your
financial instution, (that in turn associates with your Discover Card),
get to the Online Services Manager screen, and click modify services if
you already have this setup, (if not setup already, you'll need to
change the online services associated with the account). Follow the
prompts from there. Again this is how M03 works, assume real close in M04.

Bill wrote:

- quote -

> Using Money Small Business 2004. I had no problem
> setting up my citibank credit cards, but for some reason
> my DiscoverCard setup won't work. I am using the correct
> ID and passwords as I have tested them at the dicover
> site.
> Is there another location in Money 2004 where I can enter
> (and check) the connection and setup details for credit
> cards and banks?


 
Old 01-01-2004, 05:14 AM
anonymous
Guest
 
Posts: n/a
Default Re: Setting up a Credit card for online access

have you checked with discover card site for info?

have you used the virtual account number for online
purchases? very good item isn't it?


- quote -

> -----Original Message-----
> Using Money Small Business 2004. I had no problem
> setting up my citibank credit cards, but for some reason
> my DiscoverCard setup won't work. I am using the

correct
> ID and passwords as I have tested them at the dicover
> site.
> Is there another location in Money 2004 where I can

enter
> (and check) the connection and setup details for credit
> cards and banks?
> .

  #-1  
Old 12-31-2003, 11:19 PM
Bill
Guest
 
Posts: n/a
Default Setting up a Credit card for online access

Using Money Small Business 2004. I had no problem
setting up my citibank credit cards, but for some reason
my DiscoverCard setup won't work. I am using the correct
ID and passwords as I have tested them at the dicover
site.

Is there another location in Money 2004 where I can enter
(and check) the connection and setup details for credit
cards and banks?
 

Tags
access, card, credit, online, setting
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