Getting a bank to suppose MS Money Billpay

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- Previous
  - 1
    - Here we go again Well, once again CashEdge is not connecting/syncing with Money and MSN Money. I guess I won't run right out to buy Money 2007. Even if the software were an improvement over M06, it cannot be any better than the weakest link in the sync chain. Tag: Getting a bank to suppose MS Money Billpay Tag: 213291
  - 2
    - FREE E-BOOK "What I Didn't Learn At School But Wish I Had" "What I Didn't Learn At School But Wish I Had" by Jamie McIntyre... http://www.21stcenturyacademy.com.au/cmd.php?af=394519 Tag: Getting a bank to suppose MS Money Billpay Tag: 213290
  - 3
    - Help again... Money 04 Where does the software save the file you are using when the software is turned off>>> My checking account file is being stored >>> on the desktop!!! Is this normal??? Thank You for all help offered.. Jim Andrews Columbus/Phoenix Tag: Getting a bank to suppose MS Money Billpay Tag: 213285
  - 4
    - MSN BillPay and Money 2007 Has anyone had any experience with setting up MSN BillPay in Microsoft Money 2007? From Managing Online Services within Money 2007 I signed up for MSN BillPay and have my user name and password to make payments but limited to using the MSN Web Site. When I try to enter this info in Money 2007 to activate MSN billpay online services I get a message saying that I must have "special sign-in information" other than the web based user name/password and points me back to the MSN Web Site for the needed info. My problem is that I cannot find any mention of this special sign-in on any of the MSN Web pages. I called the toll free number at MSN bill pay several times before getting a real person only to find out that no one really knew what I was talking about. Any help would be appreciated. Ron Tag: Getting a bank to suppose MS Money Billpay Tag: 213282
  - 5
    - FYI Investment alerts. Money 2007 Deluxe - Trial Version. I'm sure there is an obvious answer to this that I am missing, but it isn't obvious to me. I have set up fyi investment alerts for my securities to show up on my home page. To test it, I set an upper limit of a stock for $60 and updated my stock prices. The stock was about $65 so an advisory message appeared. I also got a message saying that another security hadn't had a price update recently. I set a new upper limit for the first stock to $70 and put in today's price for the second investment (manually, no online quote for it). I then updated my prices again online. The fyi messages still show up, and I can't find any way to get rid of them. What am I missing? Tag: Getting a bank to suppose MS Money Billpay Tag: 213273
  - 6
    - TSP in Money 2005 Can someone out there give Step by Step instructions for modifing a 401k plan in Money 2005 to reflect the Gov Thirift Savings Plan. Thanks, Ears Tag: Getting a bank to suppose MS Money Billpay Tag: 213271
  - 7
    - Money 2007 Check Writing I have downloaded Money 2007 Trial Version to see if it will work with my Bank. (My Bank will not support Quicken 2005) Hence I'm not currently using online checking. I'm trying to figure out how to enter a non-recurring check to be printed at a future date. Seems like a simple task that is basic to any checking software but I can't find out how to do it in Money 2007. Can anybody point me in the right direction? Thanks Tag: Getting a bank to suppose MS Money Billpay Tag: 213264
  - 8
    - Enhancement requests Does anyone know how to file an enhancement request for Money? Tag: Getting a bank to suppose MS Money Billpay Tag: 213263
  - 9
    - Money will not update two days ago my Money update will not update anymore. update not update failed any ideas? Tag: Getting a bank to suppose MS Money Billpay Tag: 213262
  - 10
    - Money 2007 H&B Invoice Designer Hello All, I am struggling with the Invoice Designer.....it either messes up my logo (too large or too narrow) or when I try to re-dimension anything I completely lose the lay-out. Is there any way to design/edit the invoice templates outside Invoice Designer? Maybe opening with another software? Any help will mostly appreciated. Thanks! Deca Tag: Getting a bank to suppose MS Money Billpay Tag: 213258
  - 11
    - Help!!! Can't find backup I always back up my Money acount to my thumb drive... I screwed up and had to wipe clean and reload windows I then reloaded money 04. Now how do I restore from the backup??? Thank You for all help offered... Jim Tag: Getting a bank to suppose MS Money Billpay Tag: 213257
  - 12
    - Keeping Accounts Seperate in Reports I have Money 2001. I want to set-up an account for my mother's checking account which I now manage, but not have her income/expenses mixed in with mine when I look at various reports such as budget, spending etc. I had set-up my parent's joint account before my father died and it always mixed their information in with mine. Can I do this with Money 2001? How about newer versions? How? Tag: Getting a bank to suppose MS Money Billpay Tag: 213252
  - 13
    - Money 2007 - Where is the memo field? I downloaded the trial for Money 2007 Essentials. I used Money 2002 for a long time and I plan on purchasing 2007. However, I cannot find any memo field for entering transactions. I cannot believe they would have taken out the ability to write a memo about each transaction you enter. It seems so necessary. I understand they still have category, but I need to write a small reminder or note about each transaction. I looked in the help for "memo" and found nothing. Please help me by letting me know if the memo is in fact gone, or I am missing it. Thank you. I can't figure out how to ask Microsoft about product features either. Tag: Getting a bank to suppose MS Money Billpay Tag: 213247
  - 14
    - background banking and register Hi Using MSM 2006 with background banking. Using advanced register. When d/l transactions all accounts shows up fine, except credit cards, it shows on account list but never in register. Anybody can help here? TIA Tag: Getting a bank to suppose MS Money Billpay Tag: 213243
  - 15
    - I want to start a software business. I am an MCA, with 1 Year experience in ERP Software Development, I wish to start a business, but i have no capital. Can i quit my job and start my own business? Is there any way to start a business without capital, or is there any way to earn capital? Tag: Getting a bank to suppose MS Money Billpay Tag: 213236
  - 16
    - restoring MS MONEY from external hard drive I've lost my MS Money 2004 disk and need to rebuild my pc so we bought an external hard drive (since we needed to save other important stuff anyways). I just want to make sure - do I still need the disk to load MS Money back on the computer's hard drive? we're supposed to have all this done this saturday and I'm really nervous. ANY HELP IS APPRECIATED!!! Tag: Getting a bank to suppose MS Money Billpay Tag: 213223
  - 17
    - I found a tickets site I found a tickets site http://allticket.yourfreewebspace.com/ we can find and buy all tickets,fun! Tag: Getting a bank to suppose MS Money Billpay Tag: 213218
  - 18
    - Online account updates I am using the Money Deluxe 2007 trial and I have my account set up so that it is supposed to automatically download account updates every day. I have never had it download updates. I always have to manually download them by clicking Update Now. Is this a limitation of the trial version? Tag: Getting a bank to suppose MS Money Billpay Tag: 213214
  - 19
    - Net worth over time report is blank Upgraded from 2002 to 2007 and this report no longer works. It will show the date range I specify but with no data. The Net Worth report (no graph) works for both past and present dates, but not the Over Time graph I already reset the report settings and deleted all my favorites. I created a new test.mny file and the report works fine so there is something wrong with my data. I have already tried both repair options, quick and standard. Any ideas? Tag: Getting a bank to suppose MS Money Billpay Tag: 213198
  - 20
    - BACKUPS When I back up my Money 2006 (internally or to a CD) does that backup info include the Portfolio Manager data as well or does the Portfolio Manager info require a seperate backup? Thanks. Tag: Getting a bank to suppose MS Money Billpay Tag: 213193
  - 21
    - Banks Droping Money Direct Connect Feature I have had a couple of banks that I have done business with stop supporting the direct bill pay from within Microsoft Money. In looking for a bank to support this feature I have had at least one (Wachovia) say they do offer that feature but are now no longer signing up new customers for that service. As you all know it is a waste of time to enter the bills on a web site and then do it again in MS Money. Who still offers this service (I am in Texas and prefer a local bank but am willing to do something online if that is what it takes). The other thing I wonder is why are certain banks no longer offering this feature? Wonder if it is a MS shakedown that they banks are resisting? -Thanks Tag: Getting a bank to suppose MS Money Billpay Tag: 213189
  - 22
    - 2007 Sales I've been here in this group about this time every year when the new version of Money comes out. Relative to previous years, this newsgroup seems deathly quiet on the subject of 2007, especially considering the big budget design change. Either it's not selling, has few bugs, or it's being received with a big yawn. Bruce. Tag: Getting a bank to suppose MS Money Billpay Tag: 213188
  - 23
    - HELP My Inventory has disappeared - how can I find it again ? Dear Readers Now you see it - now you don't !! I have been using Money for over 1 year and all of a sudden my home inventory has disappeared. The box is still checked to include in the net worth summary, but it no longer appears in the report? My Money version is Version 14.0.120.1105 ( a UK version, perhaps?) I've spent a lot of time to develop all the accounts only to loose the inventory at the last hurdle...please help Tag: Getting a bank to suppose MS Money Billpay Tag: 213172
  - 24
    - Portfolio Manager won't show daily change of value for mutual funds I am still using Money Premium 2006. I would like to know if the following problem (feature?) is observed by other folks, either in M2006 or M2007. The Portfolio Manager has columns "Change" and "TotChng." The former is the change in price, per share, of a security for one day. The latter is, roughly speaking, "Change" multiplied by the number of shares held. I don't remember which of these columns is visible by default. I have chosen to view create of these columns in the "custom" view of my Portfolio Manager. My problem is that for mutual funds, the value reported in the "TotChng" column is always blank. Not zero, just a blank space. Thank you in advance for any observations (or fixes!) for this problem. -- David Arnstein arnstein+usenet@pobox.com Tag: Getting a bank to suppose MS Money Billpay Tag: 213171
  - 25
    - Re-creating loan payments after "nuking-the-bills" Hi, I've read many threads about this "nuke-the-bills" process, and since I suffered poor performance issues since several versions ago, I decided to give it a try. I used M2007 trial version, and performance has increased considerably!! Start up time is much shorter, and normal operations run also faster. But I have an issue... The lifetime planner section is duplicating the loan payments. I could not find the way to re-create the loan payment bills, so I created them as new bills. When I did, and I set the category as "loan payment : xxx act", it recognized it very nicely! Number of remaining payments, split of principal + interests showing as "calculated values"... it looked too good to be true! Well, it seems that those bills are now part of my "living expenses" in the lifetime planner, although they are also included in the loans&debt section. I am letting the lifetime planner to get the living expenses from my budget, and I would like to leave it like that. I wonder if it is so because of the way I re-created the loan payments... For those of you that have gone through the process... What is the best way to re-create loan payments after "nuking-the-bills"? THANKS! Jose Tag: Getting a bank to suppose MS Money Billpay Tag: 213169
- Next
  - 1
    - How do I change my business name in Money 2007? I installed Money 2007 and initially put in a business name that I'm trying to change now. I click on Business, and I go to Account settings and I change the name there. This changes it everywhere except for on the invoices that I print. The template's placeholder for <<company name>> is still putting what I had originally put in there. Where do I change this!? Any information would be greatly appreciated. Thanks! Tag: Getting a bank to suppose MS Money Billpay Tag: 213164
  - 2
    - Microsoft Money Fiz o download da versÃ£o Trial do Money De Luxe 2007 e estou imputando dados hÃ¡ cerca de 1 mÃªs. JÃ¡ gastei bastante tempo. Hoje quis comprar o software para continuar a usÃ¡-lo. O site nÃ£o me deixa comprar, provavelmente pelo fato de eu nÃ£o ter um endereÃ§o nos EEUU. O que fazer? NÃ£o posso perder os dados jÃ¡ imputados. Roberto de Barros Couto dero@globo.com Tag: Getting a bank to suppose MS Money Billpay Tag: 213162
  - 3
    - Program updates If MS downloads a Money 2007 update, i.e. bug fixes, will the program notify me of the download? Bruce. Tag: Getting a bank to suppose MS Money Billpay Tag: 213152
  - 4
    - vooka allright now here is a community way to earn some cash. vooka technologys is offering a free sign up for anyone and everyone right now. what you do is refer somebody and that starts a community. each person in your community will be worth $1 each month after the launch of the official site in september (next month) so sign up with my reffer id #44585 (then it keeps this honest) and start your own community. http://getyourposition.com/getpositioned.php?idReferrer=44585 Tag: Getting a bank to suppose MS Money Billpay Tag: 213150
  - 5
    - not updating quotes for ticker QQQQ? For the past six weeks, at least, using Money 2004 I have to manually go in each day and add the closing price for the NASDAQ 100 Trust (symbol = QQQQ). Is there a reason the program won't pick up the daily quote on this holding? The bad pricing gives me an erroneous portfolio value each day. Not a good thing. hwyhiker The Woodlands, TX Tag: Getting a bank to suppose MS Money Billpay Tag: 213147
  - 6
    - Money 2007: Online Updates I have recently switched from Money 2005 UK to 2007 US. Glyn Simpson pointed me to a solution to a planner problem, and since then all has been well. However, (a) last week my Passport/Windows Live userid/password stopped working for a few hours (but worked fine on MSN, Hotmail, etc.) and then (b) online updates of prices and exchange rates stopped working. The Passport problem has disappeared, but the prices/exchange rate problem remains. However, I am able to successfully update my US bank accounts and the MSN Money My Account updates are also working. The message for Quotes, News, and Exchange Rates simply says that I am unable to connect to the quotes server. Using that server via the Excel MSN Money Quotes Add-In works fine. Any hints? Thank you. Richard I Morris Jr Tag: Getting a bank to suppose MS Money Billpay Tag: 213146
  - 7
    - Money Canada I see that Money Essentials 2007 will not accept previous money data files. I saw in a previous posting that there will not be a seperate Canadian version of any of the Money 2007 versions. It says on the MS site that Money Deluxe 2007 will not open Canadian Money data files. I have 15 years of investment data recorded in my Money data file. Am I going to be hung out to dry? Tag: Getting a bank to suppose MS Money Billpay Tag: 213143
  - 8
    - Preferred import file format I am working with a trial version of Money 2007, testing some file import options. I've discovered, via this newsgroup and other sources, that Money has some limitations in how it imports categories and subcategories. I believe I saw that Money can import both .qif and .ofx files. Does an .ofx file import offer more options for importing category and subcategory data? Tag: Getting a bank to suppose MS Money Billpay Tag: 213142
  - 9
    - How to unmatch transaction I accidentally accepted a matching that money 2006 suggested. I want to unmatch this and match this to the propper one that just came in. How do I do this? -- Howard Swope [hswopeATtrafficDOTcom] Software Engineer Media Development Traffic.com [http://www.traffic.com] Tag: Getting a bank to suppose MS Money Billpay Tag: 213140
  - 10
    - Invitation to join BankXp forums Dear members, The forum is a better place to gather and distribute useful information on respective topics. It is an important place where in the users will discuss on their respective topics, and furthermore, it is free for the users to join and discuss. Our company's website, http://www.bankxp.com, is a member driven forum which focuses on providing useful information for the visitors; it is the fastest growing banking community on the internet which discusses on range of topics like insurance, different types of loan, funds, etc, it also engage the users to discuss on issues related to finance, pensions , investment or savings and general stuff like application procedures for any type of loan, different types of credit cards, interest rates, stock market index etc,. It provides the members with latest news from the banking world. It is a forum where in the users can discuss their financial problems. I request the members of this group to register in BankXp forum and discuss on various banking and financial topics and invite other users to discuss. In order for this forum to be successful the members' feedback is appreciated. --------------------------------------------------------------------------------------------- Mohammed Aijaz Ali Moin http://www.bankxp.com Tag: Getting a bank to suppose MS Money Billpay Tag: 213136
  - 11
    - Invitation to join BankXp forums Dear members The forum is a better place to gather and distribute useful information on respective topics. It is an important place where in the users will discuss on their respective topics, and furthermore, it is free for the users to join and discuss. Our company's website, http://www.bankxp.com, is a member driven forum which focuses on providing useful information for the visitors; it is the fastest growing banking community on the internet which discusses on range of topics like insurance, different types of loan, funds, etc, it also engage the users to discuss on issues related to finance, pensions , investment or savings and general stuff like application procedures for any type of loan, different types of credit cards, interest rates, stock market index etc,. It provides the members with latest news from the banking world. It is a forum where in the users can discuss their financial problems. I request the members of this group to register in BankXp forum and discuss on various banking and financial topics and invite other users to discuss. In order for this forum to be successful the users' feedback is appreciated. -------------------------------------------------------------------------------------------------------------------- Mohammed Aijaz Ali Moin http://www.bankxp.com Tag: Getting a bank to suppose MS Money Billpay Tag: 213134
  - 12
    - PING: Dick Watson Dick, I use M04 and direct download statements from 2 banks with five accounts and 1 broker with two accounts into my M04 accounts. All works well. I do not use a Passport and I'm happy with this procedure. After reading reviews on M07 I'm not clear on whether I will still be able to direct download my accounts into M07 unless I use the "Windows Live" (formerly Passport) procedure. That would be a deal breaker for me and I've used Money since it first came out. Can you clarify this new procedure? Thank...Fitz Tag: Getting a bank to suppose MS Money Billpay Tag: 213130
  - 13
    - Can't balance with missing check numbers I've been using MS Money 2003 for a long time now and this is about the first glitch I've ever seen. I'm trying to balance my checking account and I have a gap between checks 300 and 351 where I discarded a pack of checks my bank sent me because they had the wrong info on them. Would this cause Money to refuse to go further when I click the Next button to take me to my reconcilation page? After I've entered the beginning and ending balance for the period and then click Next, it just won't do anything. Do I have to list 49 checks, all saying *VOID* to make it work? Thanks, Mark Tag: Getting a bank to suppose MS Money Billpay Tag: 213129
  - 14
    - Attachments to accounts and transactions Any chance that Money will get the capability to attach documents (i.e. account statements) to accounts and transactions, much like Quicken does? If Money had that feature, I would delete Quicken once and for all. Tag: Getting a bank to suppose MS Money Billpay Tag: 213124
  - 15
    - Microsoft Money for Pocket PC - Need Help I just installed the new Microsoft Money for Pocket PC, 2006. On my old Pocket PC, I use to be able to hold my stylus on the transactoin and delete a certain transaction. On this new program, I do not know how to be able to delete anything. Can anybody point me to a manual or tell me how to delete items? Please help. Tag: Getting a bank to suppose MS Money Billpay Tag: 213121
  - 16
    - Chart date order This is weird. In 2007, if I display a chart for a payee (double click on a payee from the payee list), the chart sorts from left to right, with the most recent on the right, as it always has. But if now display a chart for a catagory, the chart now sorts from right to left, with the most recent on the left. That had me confused for some time before I noticed the date order change. Was it like that in 2006 or is that new for 2007? I don't see the sense in that. Bruce. Tag: Getting a bank to suppose MS Money Billpay Tag: 213109
  - 17
    - Free, Live E-Mini Forecasts These people are forecasting the e-Mini live all day at no charge. Amazing. http://www.racecom.com/PayFlow/eMiniLive.htm Tag: Getting a bank to suppose MS Money Billpay Tag: 213098
  - 18
    - Selecting Investments or Payees In M2003, if I were viewing a Payee or an Investment, next to the identifier for the particular Payee or Investment there would be a triangle. Selecting that triangle would bring up a navigation window to allow one to quickly jump to another Payee or Investment. I do not see this for either in M2007. Furthermore, I do not see any simple method of jumping to an investment that does not appear in the Portfolio Manager. HELP has been unrewarding. Suggestions? Thanks. --ron Tag: Getting a bank to suppose MS Money Billpay Tag: 213088
  - 19
    - Canadian Trial Version? Is there a version of the Microsoft Money trial for Canadians? The download page for the trial on the Microsoft website says that it is for US customers only. (If there isn't - why not?) Thanks for your time, Eric Tag: Getting a bank to suppose MS Money Billpay Tag: 213075
  - 20
    - Sharebuilder statement downloads Is anyone else having problems with the Sharebuilder account download? It always wants to change my share totals, even though the account is not active now. I called sharebuilder and they were clueless. Thanks Tag: Getting a bank to suppose MS Money Billpay Tag: 213073
  - 21
    - Saving account information in Bills Summary for Loan Payments Is there a solution to Loan Payments in Bills Summary not storing the Account paid from information? I spoke with Tech Support and she told me that her copy did the same thing. I just want this fixed. Tag: Getting a bank to suppose MS Money Billpay Tag: 213072
  - 22
    - Removing Categories Hello, I have Money 2007 Deluxe. I want to remove categories that I have custom made. How do I do that? Thanks, Lou Tag: Getting a bank to suppose MS Money Billpay Tag: 213069
  - 23
    - re-install Money 2006 How do I re-install 2006 without CD when I wipe my harddrive? I kept the file and re-installed in on the drive, but I am getting a Trial Version message that the trial period has expired -- but I purchesed the regular edition! Help!-- mmekeel Tag: Getting a bank to suppose MS Money Billpay Tag: 213065
  - 24
    - Where is the "Manage Your Credit" Page? I want to access the free credit report with M07, but have looked around and can't find the link. In the Help sectionI am told to go to the "Manage Your Credit" page, but the link won't take me anywhere (error on page). Does anyone know where that page is? or where the link to get the free credit report is? Tag: Getting a bank to suppose MS Money Billpay Tag: 213061
  - 25
    - Money '06 - Credit Card Payment/Transfer???? Why does money categorize a transfer from my checking account to my savings account as an expense. The help window says to select the Credit Card Payment/Transfer category but this still records the transfer transaction as an expense. For example, If I move $500 from my checking to my savings account, my monthly report will show that I earned $500 in additional income and spent $500 in additional expense. Tag: Getting a bank to suppose MS Money Billpay Tag: 213052

I would like to be able to use MS Money directly to pay my bills. I
currently have to logon to my banks website and go into their BillPay
service and enter the bills, and then download the entries into MS Money.
MS Money nicely downloads statements/etc. from my bank.

What features do I need to pester my bank for to be able to use MS Money
directly for bill paying.

Dennis

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