I have it update but it only updates my cash accounts (and they have generic
name - not what I named them in money) not my invetment accounts that show
stocks etc.

Re: 2007 updates to msn portfolio by Cal

Cal
Wed Feb 28 15:27:54 CST 2007

In microsoft.public.money, Michael wrote:

>I have it update but it only updates my cash accounts (and they have generic
>name - not what I named them in money) not my invetment accounts that show
>stocks etc.

Interaction between MSN Money (MoneyCentral) and Microsoft Money
2007 is less than in earlier versions. If you want your investment
account activity to update in MSN Money (MoneyCentral), you will
separately have to set those up for access there.

Accounts where Money 2007 has to get the information from a third
party still passes thru MSN Money. You broker access probably does
not involve a third party.



Re: 2007 updates to msn portfolio by Michael

Michael
Wed Feb 28 16:14:10 CST 2007

Sorry, Im still confused.
I am specifically talking about TDAmeritrade.
I have it setup in Money 2007 to get all activity.
It syncs up the cash accounts from there but not the investments.
I dont understand the 3rd party stuff?
Is it that Money doesnt send MSN the data now and MSN actually needs the
account login info so it can go get it for itself?
That would explain why the names arent what I renamed them too in Money,
they show up just as the first did in money before I renamed.
And why my checking account isnt updated in MSN cause I use commerce and
dont have web banking just money connection - its a one or the other thing.
Anyway thanks for any info


"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Michael wrote:
>
> >I have it update but it only updates my cash accounts (and they have generic
> >name - not what I named them in money) not my invetment accounts that show
> >stocks etc.
>
> Interaction between MSN Money (MoneyCentral) and Microsoft Money
> 2007 is less than in earlier versions. If you want your investment
> account activity to update in MSN Money (MoneyCentral), you will
> separately have to set those up for access there.
>
> Accounts where Money 2007 has to get the information from a third
> party still passes thru MSN Money. You broker access probably does
> not involve a third party.
>
>
>

Re: 2007 updates to msn portfolio by Cal

Cal
Wed Feb 28 16:34:00 CST 2007

In microsoft.public.money, Michael wrote:

>Sorry, Im still confused.
>I am specifically talking about TDAmeritrade.
>I have it setup in Money 2007 to get all activity.
>It syncs up the cash accounts from there but not the investments.
>I dont understand the 3rd party stuff?

TDAmeritrade is *not* their party stuff. It's the real OFX thing.


>Is it that Money doesnt send MSN the data now and MSN actually needs the
>account login info so it can go get it for itself?

Yes. That is the case. Or you could just have Money alone track that
account if you preferred.


>That would explain why the names arent what I renamed them too in Money,
>they show up just as the first did in money before I renamed.
>And why my checking account isnt updated in MSN cause I use commerce and
>dont have web banking just money connection - its a one or the other thing.
>Anyway thanks for any info

I don't know about Commerce. Check
http://www.microsoft.com/money/bankonline.aspx?FirstLetter=C&FinananceOrganisationType=BanksOnly
to see if the term "third party" is used in the description, or not.


>
>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, Michael wrote:
>>
>> >I have it update but it only updates my cash accounts (and they have generic
>> >name - not what I named them in money) not my invetment accounts that show
>> >stocks etc.
>>
>> Interaction between MSN Money (MoneyCentral) and Microsoft Money
>> 2007 is less than in earlier versions. If you want your investment
>> account activity to update in MSN Money (MoneyCentral), you will
>> separately have to set those up for access there.
>>
>> Accounts where Money 2007 has to get the information from a third
>> party still passes thru MSN Money. You broker access probably does
>> not involve a third party.
>>
>>
>>

Re: 2007 updates to msn portfolio by Cal

Cal
Wed Feb 28 16:40:17 CST 2007

In microsoft.public.money, Cal Learner-- MVP wrote:

>
>TDAmeritrade is *not* their party stuff. It's the real OFX thing.

I meant to say "TDAmeritrade is *not* third party stuff. It's the
real OFX thing."