Microsoft KB Archive/161441

Money 5.0: How to Upgrade First Union National Bank Accounts

PSS ID Number: Q161441 Article last modified on 09-13-1997

5.00

WINDOWS

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The information in this article applies to:

 == Microsoft Money, version 5.0 == 

= SUMMARY =

In the fall of 1996, First Union National Bank changed Home Banking Service providers. To use Online Services with First Union, you must disable all Online Services in your current version of Money and upgrade to Money 5.0.

After upgrading to Money 5.0, step through the Online Services Setup Wizard to correctly enable your First Union accounts.

= MORE INFORMATION =

Before upgrading to Money 5.0, you must disable all Online Services in your current version of Money.

IMPORTANT NOTE: If you have any scheduled electronic payments in your Account Register, you will be unable to cancel or inquire about them after you disable Online Services. You may want to create cancel instructions for any scheduled payments that have not cleared the bank and send the cancel instructions before disabling Online Services.

For additional information, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q142768 TITLE : Money: How To Cancel Apays, Epays, and Send Bank Letter

After you cancel any scheduled payments, you can disable Home Banking. For instructions on disabling Home Banking please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q150744 TITLE : Money: How To Disable Online Services

NOTE: If you did not disable Online Services before converting your data file to Money 5.0, you must disable Home Banking in Money 5.0 and then re-enable the service. Follow the steps outlined in the article above to disable Online Services for Money 5.0.

After disabling Online Services in your prior version of Money, install Money 5.0 and convert your data file.

NOTE: It is not necessary to remove your previous version of Money before installing Money 5.0. Setup detects your previous version and asks if you want to replace the previous version.

Setup your Accounts for Home Banking by following these steps:


 * 1) In the Accounts tab in the Home Banking area, click Setup Online Services.
 * 2) Proceed through the Online Services Setup Wizard.
 * 3) Money asks you to enter your Financial Institution Identification Number (FID). This is usually the first 6 digits of your Credit Card account number.
 * 4) Money prompts you to download information about your bank. Step through these dialog boxes to download the latest information about the way First Union interacts with Money 5.0.
 * 5) When asked to enter your Access ID and Password, enter the information provided by First Union. The Bank ID for First Union National Bank is “1union”, (without the quotation marks).
 * 6) When prompted, complete the wizard by making a call to download information about the Accounts setup for Home Banking with First Union National Bank.

KBCategory: kbusage kbhowto KBSubcategory: kbonline Additional reference words: 5.00 w_money ISC FUNB Ham

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========================================================= Keywords : kbonline Version : 5.00 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.