Microsoft KB Archive/157605

Money 5.0: Home Banking Edition Questions and Answers

PSS ID Number: Q157605 Article last modified on 09-13-1997

5.00

WINDOWS

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The information in this article applies to:

 == Microsoft Money version 5.0 for Windows 95 == 

= SUMMARY =

This article provides answers to frequently asked questions for the Home Banking Edition of Money 5.0.

= MORE INFORMATION =

The Home Banking Edition of Money is available through partner banks and comes pre-installed on some new computers.

  Q. How do I know if I have the Home Banking Edition of Money? A. The opening screen of Money displays: Microsoft Money 97 Version 5.0 Home Banking Edition Additionally, if you click About Microsoft Money on the Help Money, the version is identified as the Home Banking Edition.   Q. How many different Online Banking relationships does the Home Banking Edition support? A. The Home Banking Edition supports only one Online Banking relationship per file. You can obtain support for multiple financial institutions by upgrading to the retail version of Money.   Q. Can I convert my previous Money files to use with the Home Banking Edition? A. Yes, your data file can be converted. The Home Banking Edition supports only one Online Banking relationship. Before converting your data file ensure that all Online enabled accounts are using identical names   Q. How many Online Banking accounts can I have with my financial institution? A. The Home Banking Edition of Money supports the same number of online accounts as the Money 5.0 retail version. The number of different online accounts is determined by your financial institution.   Q. How can I change the financial institution I originally set up? A. You must disable the current Home Banking partner in Online Services Setup and then run Online Services Setup for the new financial institution. For additional information, please see the following articles in the Microsoft Knowledge Base: ARTICLE-ID: Q150744 TITLE    : Money: How to Disable Online Services NOTE: If you attempt to enable more than one financial institution for Online Services you receive the following error message: The Home Banking Edition of Money allows you to set up Online Services for one bank only. If you would like to use Online Services with multiple financial institutions, please go to a local retailer to obtain the full product   Q. Will the Home Banking Edition support existing Investment accounts? A. Yes, the Home Banking Edition will continue to support existing Investment accounts and Online quotes. However, you cannot create new investments or investment accounts in the Home Banking Edition. For additional information, please see the following articles in the Microsoft Knowledge Base: ARTICLE-ID: Q157076 TITLE    : Money 5 Home Banking Edition: Cannot Create New Investments </li>  Q. Does the Home Banking Edition support Online Quotes? A. Yes, you may still update your existing Investment Portfolio with Online Quotes. </li>  Q. What charts and graphs does the retail version support that the Home Banking Edition does not? A. The following charts and graphs are not supported in the Home Banking Edition: - What I Have: Account Balance History - What I Have: Account Details - Investments: All Charts and Graphs - Taxes: Capital Gains - Taxes: Loan Interest - Taxes: Tax Software Report NOTE: This list of charts and graphs still appears in the Money Home Banking Edition but they are disabled. If you try to access one of these reports, you receive the following error: The Home Banking Edition of Money includes a limited set of available charts and reports. If you would like to use all of Money's reports and charts, please go to a local retailer and purchase the full product. </li>  Q. Which of Money’s Planning Wizards are disabled in the Home Banking Edition? A. The Savings Calculator and the Interest Estimator Planning Wizards are disabled in the Home Banking Edition. NOTE: These two Planning Wizards appear in the Money Home Banking Edition but they are disabled. If you try to access one of these Wizards, you receive the following error: The Home Banking Edition of Money includes a limited set of wizards.

If you would like to use Money's full set of wizards, please go to a local retailer to obtain the full product. </li>  Q. Is there a rebate incentive for customers using the Home Banking Edition of Money who wish to upgrade to the Money 5.0 retail version? A. Yes, the Home Banking Edition manual contains a $10 rebate coupon and instructions on how to take advantage of this offer. </li>  Q. How does the Home Banking Edition Users Manual/Help differ from the Money 5.0 retail version? A. The Home Banking Edition manual is written to provide easy to understand information for the supported features of the Home Banking Edition. Features not available in this version are not mentioned in the Home Banking Edition manual or help. </li></ol>

KBCategory: KBUSAGE KBSubcategory: KBONLINE

Additional reference words: w_money 5.00 Ham

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========================================================= Keywords : kbonline Version : 5.00 Platform : WINDOWS ============================================================================= Copyright Microsoft Corporation 1997.