Microsoft KB Archive/151147

= Money: OFC Does Not Support Automatic Payments =

Article ID: 151147

Article Last Modified on 1/19/2007

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APPLIES TO


 * Microsoft Money 99 Standard Edition
 * Microsoft Money 98 Standard Edition
 * Microsoft Money 97 Standard Edition
 * Microsoft Money 98 Deluxe Edition
 * Microsoft Money 98 Financial Suite Edition

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This article was previously published under Q151147



SUMMARY
Open Financial Connectivity (OFC) does not support Automatic Payment (Apay) transactions. You may still post multiple Electronic Payment (Epay) transactions to achieve the same results. Epay instructions may be sent up to 364 days in advance.



MORE INFORMATION
You may choose to enter this Epay into the Bills area of Money 99 or 98, or the Payment Calendar in Money 5.0.

For information on entering Epays into Bills or the Payment Calendar, click the question mark in the upper-right corner of Bills or the Payment Calendar and follow the steps in the Help topic. Then use the appropriate method for your version of Money to prepare your Epays for sending.

Steps for Money 99

 * 1) In Money, click Bills on the navigation bar.
 * 2) In the left pane, click Pay Bills.
 * 3) Click the arrow next to View: Bills & Deposits Due Within  Month(s), where  equals the number of months to be viewed, and click on the number of months that you would like to view.
 * 4) Click in each of the check boxes that appear next to the Epays that you want to pay at this time.
 * 5) After selecting all of all the Epays you want, click Record Payment.

The next time you connect to your bank, Money will send these transactions. Check with your OFC provider for details about when the payment will be deducted from your account.

Steps for Money 98
 In Money, click Bills on the navigation bar. Advance the calendar to the last payment date (or up to 364 days in advance).  Click the month name above the calendar. Click the month you want or click the right arrow to advance the year and then click the month. Click the day of the month once. The Payment Calendar View will change to View Bills And Deposits Due by .</li></ol> </li> Click to select the check boxes next to those Epays you want to send at this time. This places check marks next to your selected transactions.</li> Click Enter to record these transactions in your Account Register.</li></ol>

The next time you connect to your bank, Money will send these transactions in advance. Check with your OFC provider for details on when the payment will be deducted from your account.

Steps for Money 5.0
<ol> In Money, click Go To and then click Payment Calendar.</li> Advance the calendar to the last payment date (or up to 364 days in advance). <ol style="list-style-type: lower-alpha;"> Click the month name above the calendar.</li> Click the month you want, or click the right arrow to advance the year and then click the month.</li> Click once on the day of the month. The Payment Calendar View will change to View Bills And Deposits Due by <XX/XX/XX>.</li></ol> </li> Click the box next to those Epays you want to send at this time. This places check marks next to your selected transactions.</li> Click Enter to record these transactions in your account register.</li></ol>

The next time you connect to your bank, Money will send these transactions in advance. Check with your OFC provider for details about when the payment will be deducted from your account.

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