Microsoft KB Archive/156012

Money 5: Contents of the Home Banking Tabs

PSS ID Number: Q156012 Article last modified on 02-07-1998

5.0

WINDOWS

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The information in this article applies to:

 == Microsoft Money version 5.0 for Windows 95 == 

= SUMMARY =

This article explains the various tabs in the Home Banking area and the information contained within each tab.

= MORE INFORMATION =

A Bank place may contain any or all of the following tabs:

Connect Statements Payments in Progress Account Setup Contact Information

Every Bank place contains a minimum of two tabs, the Account tab and the Contact Information tab. Other tabs are available in the following circumstances:


 * Online Bill Payment A bank with established Online Bill Payment contains the Connect, Payments in Progress, Account, and Contact Information tabs. The default tab is the Connect tab.
 * Online Banking A bank with only Online Banking service has the Connect, Statements, Account, and Contact Information tabs. The default tab is the Connect tab.
 * All Services A bank with full online service contains all 5 tabs. The default tab is the Connect tab.
 * No Services A non-online bank, has the Account Setup and Contact Information tabs. The default tab is the Account tab.

The information contained in each tab is described below:

  Connect The Connect tab lists all transactions you have noted for this bank. You click the Connect button on the Connect tab to send all transactions listed to the bank. NOTE:If a bank uses different phone numbers or connection methods for Online Bill Payment and Online Banking, Money replaces the Connect button with a Send Payments button and a Get Statements button. The bottom of the transaction list can contain three buttons, Create Payment, Create Transfer, and Write Letter. NOTE: These are available only if the current bank supports these functions.   Statements Each bank enabled for Online Banking contains a Statements tab. This tab contains a statement list of the accounts that are can receive statements from this bank. When there are statements to read, a reminder appears with the Read Statement button. When there are no statements to read, the Read Statement button is still visible, but the reminder does not appear.   Payments in Progress This tab contains a list of all electronic payments made in the last 60 days.   Accounts 

The Accounts tab contains a listing of the accounts associated with the bank. The list displays the online status of each account for Online Banking and Online Bill Payment. If you double-click an account name, Money takes you to its Account Register. You can also use shortcut menus to Go To Account and Go To Account Details.

The Setup Online Services button launches the Online Services Setup Wizard. This Wizard is also available in Account Details and at the end of the New Account Wizard.

NOTE: The text on this button changes to Select Online Services after the bank account is set up.

The bottom of the Accounts tab contains buttons similar to those in the Account Manager.

  Contact Information The Contact Information tab in the Bank place contains the bank’s contact information. This tab includes four fields; Phone, Address, Internet, and Notes. The Contact Information tab contains these buttons: Go To: If you have a compatible Internet browser installed, clicking this button takes you to your bank’s Internet site. If there is no entry in the field, the Go To button is disabled. Update Contact Information: When you click this button, Money connects to the branding server to download the latest bank information. Rename Bank: This allows you to rename the current Bank place. </li></ul>

= Additional query words: w_money Ham =

Keywords : kbonline kbfaq Version : 5.0 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1998.