Microsoft KB Archive/167190

Money 5.0: How to Setup American Express for Home Banking

PSS ID Number: Q167190 Article last modified on 05-23-1998

5.0

WINDOWS

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The information in this article applies to:

 == Microsoft Money, version 5.0 for Windows 95 == 

= SUMMARY =

With American Express, it is possible to download your account information directly into Microsoft Money. The following article provides instructions on how to set up American Express accounts and enable them for Home Banking in Money 5.0.

= MORE INFORMATION =

When installing Money, Setup asks if you want to configure the system to use Online Services. It is important to click Yes for this option. This installs Dial-Up Networking, a Windows 95 service, and enables the computer to connect to the financial services.

NOTE: You may be prompted for the Windows 95 disks or CD-ROM.

Getting Started with American Express and Microsoft Money 97
NOTE: The file(s) mentioned in this article only apply to the U.S. English version of Microsoft Money 98.

Microsoft has created “Getting Started with American Express and Microsoft Money 97” as a guide to using Money 97 with your American Express account.

The following file is available for download from the Microsoft Software Library:

~ Amexsup.exe

For more information about downloading files from the Microsoft Software Library, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q119591 TITLE : How to Obtain Microsoft Support Files from Online Services

Create an American Express Account
Before starting, have the American Express account number(s) available.

1. On the Contents screen, click Account Manager.

2. Click New Account, to start the New Account Wizard.

3. In the Bank Or Financial Institution list, type &quot;American Express&quot; (without the quotation marks) and click Next.

4. For American Express Card accounts, select Credit Card or Charge Card in the account type list and click Next. For Investment Management Checking Accounts (IMAs), select Checking Account and click Next.

5. Money suggests an account name. Accept this by clicking Next, or  modify it and click Next.

6. Enter the account number and click Next.

NOTE: You must enter the complete account number without dashes or  spaces.

7. When asked how much is owed on this card, leave this field blank and click Next.

NOTE: Money enters the correct outstanding balance during the first call to American Express.

8. Money can remind you to pay the American Express Card bill every month.

a. If you want this reminder, enter the average monthly bill in     the &quot;Estimated Monthly Amount&quot; field. Confirm the other settings and click Next.

b. If you do not want this reminder, click to clear &quot;Yes, Remind Me When The Bill Is Due&quot; and click Next.

9. If there are other American Express accounts to set up at this time click Next. Repeat steps 4 to 8 with the information for each account.   If there are no more accounts, select “I Have No Other Accounts At This Bank” and click Next.   Make sure the “Yes I Want To Find Out About Online Services” is selected, and click Next.   Read the descriptions of Online Services and click Next. NOTE: To learn more, click Frequently Asked Questions.   When asked for the Identification Number for American Express, enter the first 6 digits of the American Express Card number in the space provided and click Next. For IMA accounts, enter 021000128 and click Next.   Click Connect. Money places a call to the Branding Directory Server to download information on how to connect to American Express. NOTE: If Money asks you to select the institution from a list, select American Express and click Next.   After the call to the Branding Directory Server is complete, there is a message explaining the services offered by American Express and Money. </li>  If you have not signed up for Home Banking with American Express, click More Information to learn how to sign up for Online Services. </li>  After receiving your password, continue with the Online Services Setup Wizard. Click Next. </li>  Make sure “Yes, I Have This Information” is selected and click Next, twice. </li>  Money asks you how your system connects to the Internet. Click “Use My Internet Service Provider” and select your Internet Service Provider (ISP) from the list. If you have set up a proxy on the system, click “Use My Proxy To Connect To The Internet” option. NOTE: Some ISPs, such as America Online version 3.0 for Windows 95, do not appear in the list box. For more information about how to enable Money for Home Banking via the Internet with this type of ISP, please see the following article in the Microsoft Knowledge Base: ARTICLE-ID: Q163514 TITLE : Money 5.0 Using AOL 3.0 for Windows 95 as Internet Provider </li>  Click Next. </li>  Enter your Social Security Number, without dashes or spaces, in Your ID and click Next. NOTE: If you do not have a Social Security Number, enter the nine digit number provided to you by the American Express customer service representative when you called to enroll. </li>  Click to select the first account you would like to enable for Home Banking and click Next. </li>  Make sure the Online Banking check box is selected and click Next. </li>  Confirm the accuracy of the information on the following screen and click Next. WARNING: If you have multiple accounts, the Routing Number may vary. Make sure that this information is correct for this account. </li>  If you have another account you would like to set up, click “Yes, I Want To Set Up Another Account” and click Next. Repeat steps 21-23. </li>  If you have no other accounts to enable for Home Banking, click “No, I’m Finished With Online Services Setup”, and click Next. </li>  On the final screen, click Finish. </li></ol>

To Connect to American Express
<ol style="list-style-type: decimal;">  In Account Manager, select one of your American Express accounts and click Home Banking. </li>  On the Connect tab, click Connect. </li>  Enter your password, click Connect. </li>  Money connects to American Express using your Internet Service Provider (ISP) and downloads your bank statement and latest balance. NOTE: With some ISPs, you may need to start the ISP and connect to the Internet before attempting to connect in Money. Ham </li></ol>

= Additional query words: w_money Amex =

Keywords : kbfile kbonline Version : 5.0 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1998.