Microsoft KB Archive/175987

Money 98: How to Correct Online Services Setup for Wrong Bank

PSS ID Number: Q175987 Article last modified on 06-29-1999

WINDOWS:98

WINDOWS

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The information in this article applies to:

 == Microsoft Money 98 == 

= SYMPTOMS =

In the Online Banking area of Money you may have two sets of setup instructions under Getting Started, when you should only have one, or you may have only one set of instructions when you should have two. Under Connect you may have two buttons, one for Send Payments and one for Get Statements, instead of just one Connect button.

= CAUSE =

This issue can occur if any of the following conditions are true:


 * You set up Online Services for the wrong financial institution.
 * The financial institution you use offers the Online Bill Payment service, but did not offer the service when you set up Online Services in Money.
 * You changed the financial institution you use, but did not change change the Bank Place.

NOTE: In Online Setup, if you click Investigate Offerings, and then change the name of the financial institution, you receive the following warning:

Money may not be able to update service information… Are you sure you want to investigate service offerings for .

= RESOLUTION =

To resolve this issue, disable Online Services for the affected accounts, change the name of the bank, and then run the Online Services Setup wizard. To do this follow these steps:

  Disable all online services for the account. For information about how to disable online accounts in Money 98, please see the following article in the Microsoft Knowledge Base: Q175728 Money: How to Disable and Enable Your Online Accounts   In Account Manager, click New Account, type “My Bank” (without quotation marks) in the Held At box, and then click Next.   Click Next until you see the last screen of the New Account wizard, and then click Finish.   In Account Manager, right-click the account you want to change, click Go To Details, and then click My Bank in the Financial Institution box.   Repeat steps 1-4 for each account that is assigned to the affected financial institution.   In the Financial Institution box, type the name of the financial institution to replace My Bank. </li>  Click Online, and then click Yes when you are prompted with the following message: Do you want to change the bank name for all accounts at this bank? Click Yes to change My Bank to <Bank Name> at all accounts at My Bank. Click No if you only want to change the bank name for this account. </li>  Click Online Financial Services, and then click the name of the financial institution that you just created. </li>  Click Investigate Offerings, follow the instructions on the screen to set up the financial institution with the correct information. NOTE: Depending on your Service Provider, the first bank statement that is downloaded will include transactions for the past 30 to 60 days. This is by design and will not cause duplicate transaction in your Account Register. </li>  Click Accounts, and then click Account Manager in the Accounts menu. </li>  Right-click My Bank, and then click Delete. </li></ol>

For additional information about how to set up Online Services, please see the following article in the Microsoft Knowledge Base:

Q175723 Money: How to Setup Online Services

= MORE INFORMATION =

Your financial institution determines if you see one or two instructions and connect buttons which depends on the services they offer.

Additional query words: w_money 6.0 compatible provider open financial connectivity woody columns incorrect combine merge

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========================================================= Keywords : kbdta kbonline Version : WINDOWS:98 Platform : WINDOWS Issue type : kbhowto ============================================================================= Copyright Microsoft Corporation 1999.