Money: Online Services You Can Use in Money (246930)
The information in this article applies to:
- Microsoft Money 2004 Deluxe
- Microsoft Money 2003 Deluxe
- Microsoft Money Deluxe 2002
- Microsoft Money 2001
- Microsoft Money 2000
- Microsoft Money 2000 Business and Personal
This article was previously published under Q246930 SUMMARY This article describes the different types of Online
Services that you can use in Money. MORE INFORMATION To set up an account for Online Services, you can use any
of the following standards:
- Open Financial Connectivity (OFC) standard
- Open Financial Exchange (OFX) standard
- Quicken Interchange Format (QIF) standard
You may make direct connections to your bank, brokerage, credit
union, or a service bureau that handles online services for your financial
institution. If your financial institution does not offer direct services, you
can also signup for bill payment services with a service bureau. There are
several service bureaus that offer direct connections with Money. The following
Money service providers offer direct connections to your financial institution
as well as bill payment services:
- CheckFree Corporation
- M&I Data Services
The standard or Money service provider that you use for an
account is determined by your financial institution or service provider.
Contact your financial institution for information about how to set up direct
services. CheckFree Corporation CheckFree or a CheckFree partner-bank sends a Welcome letter to
each customer that signs up for the CheckFree service. This letter contains
information about the services that are provided for your accounts, as well as
your user ID and password that you use to gain access to your accounts in
Money. M&I Data ServicesM&I Data Services or an M&I Data Services partner-bank
sends a Welcome letter to each customer that signs up for the M&I Data
services. This letter contains information about the services that are provided
for your accounts, as well as your user ID and password that you use to gain
access to your accounts in Money. Open Financial Connectivity (OFC), Open Financial Exchange (OFX), and Quicken Interchange Format (QIF) If you use an OFC, OFX, or QIF financial institution, you can
import online statements into Money. Money allows you to reconcile
each transaction and allows you to assign the categories that you want to each
transaction. In some instances, Money may attempt to assign a default category
to a transaction. Note Although Money provides online connection software, your
financial institution is responsible for Online Bill Payment and Online Banking
content. For additional information about Online Services, click the
article number below to view the article in the Microsoft Knowledge Base: 175723 Money: How to Set Up Online Services
| Modification Type: | Minor | Last Reviewed: | 11/11/2004 |
|---|
| Keywords: | kbenv kbinfo KB246930 |
|---|
|