Microsoft KB Archive/185844

Money 99: How to Bypass the Phone Call for Online Services Setup

PSS ID Number: Q185844 Article last modified on 06-29-1999

WINDOWS:

WINDOWS

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The information in this article applies to:

 == Microsoft Money 99 == 

= SUMMARY =

Occasionally, your financial institution or online service provider may ask you to bypass the call made during the Investigate Offerings phase of Online Services setup. This article explains how to do this.

NOTE: Manual setup is only possible if your financial institution offers online services through CheckFree Services or Integrion and requires special information provided by your financial institution. Do not attempt to follow these steps unless you have this information. Incorrect or incomplete information may cause problems with your Online Services configuration.

= MORE INFORMATION =

Normally there is no need to manually setup Online Service information. The Investigate Offerings step during the Online Services Setup Wizard should download the current Online Service options offered by your financial institution.

However, in certain situations, your financial institution may ask you to manually set up Direct Banking and Brokerage service information. If you experience difficulty in the Investigate Offerings step of Online Setup, bypassing the call may be the simplest way around the problem.

Before proceeding, be sure to have the following information on hand:


 * You need to know the service provider that your financial institution uses to provide online services: CheckFree Services or Integrion.
 * Services Provided: You need to know the services your financial institution provides: Online Statements and/or Online Bill Payment.
 * You need to know the Financial Institution ID number (FID) or Bank Identification number (Bank ID) used by your financial institution or service provider.

To manually setup Online Banking and Financial Services, follow these steps:

  On the Money navigation bar, click Online.   Double-click the financial institution you want to configure for Online Services.   In the left pane, click the Online Setup tab.   On the Online Setup screen, click Investigate Offerings.   On the first screen of the wizard, press and hold down the SHIFT key as you click Next.   Click Browse. </li>  Click the appropriate .mnn file, and then click Open. The following table shows the names, functions, and requirements for the .mnn files in the default folder:

Note: An .mnn file in Money uses the same compression algorithm as a .cab file. If you experience problems opening an .mnn file, please see the following article in the Microsoft Knowledge Base: Q183117 Money 98: Install Error Message &quot;Money 98.1 Cannot Decompress </li>  Follow the instructions on the screen to finish the wizard. When you are prompted for a Financial Institution ID number or Bank Identification number, type the information provided by your financial institution. Note: Always use all lower case letters when you type a Bank ID. </li>  Follow the instructions on the screen to finish configuring Online Services for your financial institution. </li></ol>

Additional query words: w_money 7.0 toy online setup

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