---Fitz---
Tue Apr 03 20:12:53 CDT 2007
"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:q1l4139dva0tqaoml0n3gi7pgqq33shrm7@4ax.com...
| In microsoft.public.money, ---Fitz--- wrote:
|
| >I just upgraded from ms money 2004 deluxe to 2007 deluxe and am having a
| >heck of a time trying to sync my 2007 file to MSN money portfolio. I
sign
| >in to ms money 2007 using a hotmail address but CANNOT find anywhere how
to
| >sync the 2007 file to MSN portfolio manager. I'm only interested in
| >sync'ing brokerage accounts. Thanks in advance for suggestions/help.
|
| Money 2007 does not feed information to MSN portfolio manager as
| earlier versions would. You will need to set up each broker account
| for online access in Money 2007. Expect to use the account merge
| feature in the process. Expect an odd warning during merge that is
| over-alarming.
|
| If your broker is "third party" as described in
|
http://www.microsoft.com/money/bankonline.aspx?FirstLetter=&FinananceOrganisationType=BrokeragesOnly
| (the better ones have their own OFX servers), then information will
| pass thru MSN and also be available there. If not, and if you want
| your brokerage account info available at MSN also, you will need to
| set up the broker account there too.
Sighhhh. I was afraid that was the case. Thanks for the info.