Microsoft KB Archive/146236

Money Err Msg: To Use Online Banking You Need to Setup…

PSS ID Number: Q146236 Article last modified on 09-13-1997

3.00 3.00a 4.00 4.00a

WINDOWS

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========================================================= 4.0 4.0a 3.00 3.00a WINDOWS kb3rdparty kbsetup kberrmsg kbprb

= SYMPTOMS =

When trying to connect to Online Banking with a member bank you receive the following error message:

To use Online Banking, you need to setup the account you want to use. To set up an account, go to that account, click Account Details, and then click Select Online Services and make sure Online Banking is checked.

This occurs even though you checked with your bank to make sure your account is set up correctly.

= CAUSE =

This occurs if you had a previous Online Bill Payment account set up directly with Online Services. Online Services assigned you an account based on your social security number.

When the bank requests Online Services to set up your account for Online Banking using your social security number, Online Services notes that the social security number is in use and sends an error message back to the bank.

= RESOLUTION =

Your bank needs to verify with Online Services that your account is enabled for both online banking and online bill payment.

= MORE INFORMATION =

This problem has occurred in two situations:

Situation 1
You are a customer of a member bank and have been using your checking account for online bill payment. Now your bank is attempting to set up online banking and possibly online bill payment through the bank.

To resolve this situation, you need to notify your bank that you previously used online bill payment. Ask your bank to contact Online Services to turn your existing account with Online Services into a member bank account with the same social security number.

Situation 2
You bank with multiple banks and use Online Services of some type with one bank (member or non-member). You want to enable online services with a different member bank.

To resolve this situation you need to open two separate files in Money and have two separate accounts with Online Services. One is based on your social security number, the other is based on a different account number generated by Online Services.

NOTE: In this situation you will be billed separately - once by the bank for the member bank charges, and once by either Online Services for the non- member bank online bill payment service or by the other member bank for the other member bank charges.

NOTE: This error will also occur if you bank at a non-member bank and set up an account for online banking. For a listing of the current banks that allow online banking with Microsoft Money, see the following article in the Microsoft Knowledge Base:

ARTICLE-ID: Q139337 TITLE : List of Money’s Current Online Banking Providers

KBCategory: kb3rdparty kbsetup kberrmsg kbprb KBSubcategory: kbonline

Additional reference words: w_money on-line on line 3.00a 4.00 4.00a ALien

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