Microsoft KB Archive/175728

= How to disable and re-enable or cancel your financial institution's online services in Money =

Article ID: 175728

Article Last Modified on 1/22/2007

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APPLIES TO


 * Microsoft Money 2007 Home & Business
 * Microsoft Money 2007 Deluxe
 * Microsoft Money 2007 Premium
 * Microsoft Money 2006 Deluxe
 * Microsoft Money 2006 Premium
 * Microsoft Money 2006 Small Business
 * Microsoft Money 2006 Standard
 * Microsoft Money 2005 Deluxe Edition
 * Microsoft Money 2005 Premium Edition
 * Microsoft Money 2005 Small Business Edition
 * Microsoft Money 2005 Standard Edition
 * Microsoft Money 2004 Deluxe Edition
 * Microsoft Money 2004 Premium Edition
 * Microsoft Money 2004 Small Business Edition
 * Microsoft Money 2004 Standard Edition
 * Microsoft Money 2003 Deluxe Edition
 * Microsoft Money 2003 Deluxe and Business Edition
 * Microsoft Money 2003 Standard Edition
 * Microsoft Money 2002 Standard Edition
 * Microsoft Money 2002 Deluxe Edition
 * Microsoft Money 2002 Deluxe and Business Edition
 * Microsoft Money 2001 Standard Edition
 * Microsoft Money 2000 Standard Edition
 * Microsoft Money 99 Standard Edition
 * Microsoft Money Essentials

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This article was previously published under Q175728





SUMMARY
This article describes how to disable and enable your Online Accounts in Microsoft Money.

If you use Online Services and your bank is merging with another bank, you must update your Online Services setup to use Online Services after the bank merger.

Note Newly merged banks will send new startup kits to their customers. These kits may include new routing numbers and account numbers. For Online Statements and Online Bill Payment to work with Money, turn off these services in Money, and then turn the services on again (reset the services) to use the Online Services again after the bank merger. Banks may decide not to support earlier versions of Money.



MORE INFORMATION
The following steps assume that no active Automatic Payments (Apays) or pending Electronic Payments (Epays) remain in the accounts that you want to disable.

If any Apays or Epays are still pending, you must cancel them before you continue.

For more information about how to cancel Automatic Payments, click the following article number to view the article in the Microsoft Knowledge Base:

142768 How to cancel Apays and Epays in Money

To disable online services, use the appropriate method for your version of Money.

Microsoft Money 2004 and later versions
 To avoid unnecessary service charges, contact your financial institution to cancel your online services through Microsoft Money if you do not plan to re-enable these services in Money.  On the Microsoft Money Home page, in the left pane, click Account List.

Note In Money 2004, Account List appears at the top of the page. In the left pane, click Manage Online Services.

Note In Money 2004, click Online Services Manager. Click the name of the financial institution that you want to call. Under View contact information, click the name of the financial institution that you want to call. </li> When you are finished speaking with your financial institution, click Done.</li> Under the Use online services section, click Stop using online services.</li> Follow the instructions that appear on the screen to disable the online services.</li></ol>

Note You can set up MSN Bill Pay again if you disable the service in Microsoft Money 2006 or in Microsoft Money 2005.

You must contact Checkfree to cancel the MSN Bill Pay service. If you cancel the MSN Bill Pay service and your account was created after November 18, 2005, you cannot use that account to pay bills in Money 2006 or in Money 2005. However, you can pay bills on the MSN Bill Pay Web site. For more information about how to use the MSN Bill Pay Web site, visit the following MSN Web site:

http://billpay.msn.com/

If you had an MSN Bill Pay service subscription before November 18, 2005, you can set up the MSN Bill Pay service again in Money 2006 or in Money 2005. To do this, follow these steps:
 * 1) Start Money.
 * 2) On the Tools menu, click Settings.
 * 3) Click Access your Money data on the Web.
 * 4) Follow the instructions that appear on the screen. After you associate your Microsoft Passport Network account (the e-mail address and password that you use to sign in to the Passport Network) with your Money data file, you can use the MSN Bill Pay account to pay bills in Money 2006 or in Money 2005. Additionally, you can merge the information in the MSN Bill Pay account with the information in an account that is enabled for online statements.

Microsoft Money 2003, Microsoft Money 2002, Microsoft Money 2001, and Microsoft Money 2000

 * 1) To avoid unnecessary service charges, contact your financial institution to cancel your online services through Microsoft Money if you do not plan to re-enable these services in Money.
 * 2) In the left pane, click Set up online services.
 * 3) Click Modify, and then follow the instructions that appear on the screen to disable the online services.

Make sure that you select the No, I'd like to discontinue using direct online services option.

After you disable your online services, if you want to re-enable them, you can do so. To do this, use the following method for your version of Money.

Money 2005 and later versions of Money

 * 1) See your online service sign-up information.

Note You will receive this information from your bank or from your broker after you sign up to use their online service.
 * 1) On the Microsoft Home page, click Account list in the left pane.
 * 2) In the left pane, click Manage Online Services.
 * 3) Follow the instructions that appear on the screen to set up the account with an online service.

Money 2002, Money 2003, and Money 2004

 * 1) See your online service sign-up information. Note You will receive this information from your bank or broker after you sign up to use their online service.
 * 2) On the Money navigation bar, click Accounts & Bills, and then click Online Services Manager.
 * 3) Find the financial institution that you want to set up with online services, and then click Set up online services next to the institution's name.
 * 4) Follow the instructions that appear on the screen to set up the account with an online service.

Note If your bank does not offer its own online bill payment service, you can sign up through another online bill payment service. To do this, on the Accounts & Bills menu, click Online Services Manager, and then click Set up electronic bill pay service.

Money 2001

 * 1) See your online service sign-up information.

Note You will receive this information from your bank or from your broker after you sign up to use their online service.
 * 1) On the Money 2001 navigation bar, click Accounts & Bills, and then click Account List.
 * 2) In the left pane, click Set up accounts.
 * 3) Click Set up online services.
 * 4) Click the account that you want to set up with an online service.
 * 5) Click Set Up, and then follow the instructions that appear on the screen to set up the account with an online service.

Money 2000

 * 1) See your online service sign-up information.

Note You will receive this information from your bank or from your broker after you sign up to use their online service.
 * 1) On the Money 2000 navigation bar, click Accounts.
 * 2) In the left pane, click Set up accounts.
 * 3) Click Set up online services.
 * 4) Click the account that you want to set up with an online service.
 * 5) Click Set Up, and then follow the instructions that appear on the screen to set up the account with an online service.

If you want more information or a demonstration about how to disable and re-enable your online services, visit one of the following Microsoft Web sites to view a video about how to disable and re-enable your online services in Money.

If you are using a direct connection, visit the following Microsoft Web site:

http://support.microsoft.com/servicedesks/ShowMeHow/0725051.asx

If you use the Microsoft Passport Network to connect to your financial institution, visit the following Microsoft Web site:

http://support.microsoft.com/servicedesks/ShowMeHow/0725052.asx

Note If you do not know the different services that your financial institution offers, you can look up this information. To do this, visit the following Microsoft Web site:

http://www.microsoft.com/money/bankonline.aspx

For more information about how to enable or re-enable online services, click the following article number to view the article in the Microsoft Knowledge Base:

175723 How to set up your financial institution's online services to work with Money

After your online services are set up, you can download statements and pay bills accordingly. If you receive any error messages during your online setup or connection, see the following Microsoft Knowledge Base article:

179836 How to troubleshoot error messages when you import OFX statements into Money

Additional query words: Money2004 reset howto money2006 money2005 money2003 money2002 money2001 setting-up

Keywords: kbhowto kbonline KB175728

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