Microsoft KB Archive/117506

Money: Downloading Transactions Using Bank On-Line

PSS ID Number: Q117506 Article last modified on 09-13-1997

3.00 4.00 4.00a

WINDOWS

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= SUMMARY =

Bank On-Line can only be used to download transactions that occur after your bank processes your On-Line order form. For example, if the bank processes your order form on 4/1/94, you will receive transactions starting from 4/1/94. You cannot download any transactions processed prior to that date.

= MORE INFORMATION =

Bank On-Line downloads the following information for the following types of transactions:

Checks

 * Check number
 * Date
 * Check amount

Bank Credit Cards

 * Date
 * Payee
 * Charge amount

Bank Service Charges

 * Date
 * Payee
 * Service charge amount

Bank Interest Earned

 * Date
 * Payee
 * Interest amount

ATM

 * Date
 * Address (in the memo field)
 * Withdrawn amount

NOTE: The “Tips for electronic transaction updating” section on page 293 of the “Microsoft Money 3.0 User’s Guide” incorrectly states that the bank will download the payee information and Money will automatically assign the category and sub-category information for each transaction. This occurs only if the category and sub-category for the payee had already been chosen once. If this is the first time that this payee has been entered into the register, then it may not have the category or sub-category information to use.

KBCategory: kbusage KBSubcategory: kbonline

Additional reference words: kbhowto 3.00 3.00 online on line 4.00 95 money95 online Alien

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========================================================= Keywords : kbonline Version : 3.00 4.00 4.00a Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.