Microsoft KB Archive/138224

How to Sign Up for Online Services in Money 4.0

PSS ID Number: Q138224 Article last modified on 09-13-1997

4.00 4.00a

WINDOWS

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= SUMMARY =

In Money version 4.0 for Windows 95, you can sign up for and access bank online and bill payment services in a variety of ways. To make this process even easier, the Online Services Setup Wizard, a new feature to Money 4.0, walks you through the process of setting up online banking and online bill payment.

In addition to banking and bill payment services, Money 4.0 for Windows 95 also offers Online Quotes. You can access this feature from the Investment Portfolio area.

= MORE INFORMATION =

The Online Services area is the main area for accessing online bill payment and online banking. By default, the Online Services Setup Wizard is launched the first time you access this area. You can also launch the wizard at any time from within the Online Services area by clicking the Signup button.

Additionally, you can access the Online Services Setup Wizard from Account Details. This method is quickest if you have already gone through the wizard at least once. To sign up for Bank Online, Bill Payment, or both of these services from within the Account Details area, use the following steps:

  From the Contents screen in Money, click Go To, and then click Account Manager.   In the Account Manager, click the name of the account for which you want to set up Online Services, and then click the Account Details button at the bottom of the screen.   In the Account Details area, press the Set Up Online Services button. This launches the Online Services Setup Wizard. 

To sign up for Online Quotes, use the following steps:

  On the navigation bar, click Go To, and then click Investment Portfolio.   In the Investment Portfolio, click the Online Quotes Setup button. This launches the Online Services Setup Wizard. 

KBCategory: kbusage kbhowto KBSubcategory: kbonline

Additional reference words: w_money, 4.00 4.00a Online, On-Line Snake

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