Microsoft KB Archive/150077

Money: Not All Banks Offer Quotes Online

PSS ID Number: Q150077 Article last modified on 08-18-1998

WINDOWS:3.0,3.0,4.0,4.0a,5.0,98

WINDOWS

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The information in this article applies to:

 Microsoft Money 98 Microsoft Money versions 4.0, 4.0a, 5.0 for Windows 95 == Microsoft Money versions 3.0, 3.0a == 

= SUMMARY =

Not all Microsoft Money member banks choose to offer Online Quotes as one of their online banking packages. This is a banking decision and not a limitation of Microsoft Money.

You can sign up with Online Services independently of your bank for a House account to obtain Online Quotes. Contact Online Service for fee information when using Online Quotes.

Both Money 98 and Money 5.0 offer Internet Quotes as well as the normal Online Quotes service provided by Online Services. So if your bank does not provide Quotes you can use Internet Quotes if you have Internet access. Internet Quotes is a free service.

This article lists the banks that currently offer Online Quotes. This list is constantly changing. If you don’t see your bank on the list, contact them to determine if they have plans to offer this service.

At the current time, the following banks offer Online Quotes for Money Online Banking:

Centura Bank Chase Bank Compass Bank Corestates Bank Crestar Bank First Chicago Bank Home Savings Bank M & T Bank Marquette Bank Michigan National Bank Sanwa Bank Smith Barney Union Bank US Bank Wells Fargo

= MORE INFORMATION =

If your bank does not offer Online Quotes, the service can be obtained directly through Online Services.

NOTE: In Money 3.0 and 4.0, if you use Online Bill Payment and/or Online Banking through your bank, accessing Online Quotes directly from Online Services requires a totally separate Money data file and a separate account number with Online Services. For Money 5.0, you will not need a separate Money data file.

Make a note on the application form that this should be set up in addition to the account you already have with your bank.

The charge for this is about $4.00 for six calls.

For more information about signing up for Online Quotes, please see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q149629 TITLE : Money: How to Sign Up for Online Quotes

Issues with Separate Money Files
If your investments are stored in a different file used for Online Quotes and you are purchasing stock as a transfer or buy investment from your regular checking account, you should continue to track these purchases in your primary file. If you do not track them in the primary file, your overall financial picture will be incomplete. If you track purchases in both accounts, you will still need to manually update the prices in your primary account.

If you ever choose to merge the separate files in the future, and you have transfer transactions to accounts outside of the investment account, you may find you have duplicate transactions in the merged file. Also, when investment accounts are exported, the price history is not included.

= Additional query words: w_money rex 97 6.0 =

Keywords : kbdta kbonline Version : WINDOWS:3.0,3.0,4.0,4.0a,5.0,98 Platform : WINDOWS Issue type : kbinfo ============================================================================= Copyright Microsoft Corporation 1998.