Microsoft KB Archive/141495

Using Money 3.0 for Online Banking with New Member Banks

PSS ID Number: Q141495 Article last modified on 07-15-1997

3.00 3.00a

WINDOWS

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========================================================= 3.00 3.00a WINDOWS kbusage kbref kbhowto

= SUMMARY =

With the release of Money 4.0, many new banks have decided to offer Online Banking and Online Bill Payment. These new banks and services also work with Money 3.x. This article tells how to set up an account with these institutions in Money 3.x.

= MORE INFORMATION =

When you use Money 3.x with the new financial institution, you are not able to select your specific bank name when you set up an account for Bank On- Line. Instead, you need to specify a generic “other” financial institution when you set up your account.

NOTE: Before you set up your accounts in Money, you need to contact your bank to sign up for Online Services and receive a start-up kit and reference guide.

Setting Up a Bank On-Line Account with a New Institution
  Start Microsoft Money.   On the On-Line menu, click Set Up Services.   In the Set Up On-Line Services dialog box, click Continue.   Enter information in each box under Applicant For On-Line Services and Address, and then click Continue. If any of the accounts you plan to use with Bank On-Line are jointly owned, enter information in the Co-Applicant For On-Line Services section. NOTE: Make sure that the information you enter exactly matches the information in the reference guide you received from your bank. If you have any question about the information in the start-up kit, please contact your bank for more information.   In the Modem Options dialog box, select the correct options for your modem and enter the On-Line Services telephone number listed in your start-up kit.   Click OK.   In the Setup Complete dialog box, click OK.   On the List menu, click Account List </li>  Click the account you want to use for Bank On-Line. </li>  Click Money On-Line Services… </li>  In the Money On-Line Services dialog box, do the following: <ol style="list-style-type: lower-alpha;">  Make sure the number in the Account Number box is correct. </li>  Make sure you select the appropriate Bank On-Line and/or Pay On-Line box(es). </li>  On the list in the Account Designation box, select the appropriate designation (such as Checking or Savings). </li>  For the Financial Institution selection, click Other. </li></ol> </li>  Click OK. </li></ol>

The new bank is ready for Online Banking.

For a listing of the current member banks, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q139337 TITLE : List of Money’s Current Online Banking Providers

KBCategory: kbusage kbref kbhowto KBSubcategory: kbonline

Additional reference words: w_money 3.00 3.00a 3.x

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========================================================= Keywords : kbonline Version : 3.00 3.00a Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.