Money: Downloading Transactions Using Bank On-Line
  
PSS ID Number: Q117506
Article last modified on 09-13-1997
 
3.00 4.00 4.00a
 
WINDOWS
 

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3.00 4.00 4.00a
WINDOWS
kbusage
 
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The information in this article applies to:
 
 - Microsoft Money version 3.0
 - Microsoft Money versions 4.0 and 4.0a for Windows 95
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SUMMARY
=======
 
Bank On-Line can only be used to download transactions that occur after
your bank processes your On-Line order form. For example, if the bank
processes your order form on 4/1/94, you will receive transactions starting
from 4/1/94. You cannot download any transactions processed prior to that
date.
 
MORE INFORMATION
================
 
Bank On-Line downloads the following information for the following types of
transactions:
 
Checks
------
 
 - Check number
 - Date
 - Check amount
 
Bank Credit Cards
-----------------
 
 - Date
 - Payee
 - Charge amount
 
Bank Service Charges
--------------------
 
 - Date
 - Payee
 - Service charge amount
 
Bank Interest Earned
--------------------
 
 - Date
 - Payee
 - Interest amount
 
ATM
---
 
 - Date
 - Address (in the memo field)
 - Withdrawn amount
 
NOTE: The "Tips for electronic transaction updating" section on page
293 of the "Microsoft Money 3.0 User's Guide" incorrectly states that
the bank will download the payee information and Money will automatically
assign the category and sub-category information for each transaction.
This occurs only if the category and sub-category for the payee had
already been chosen once. If this is the first time that this payee has
been entered into the register, then it may not have the category or
sub-category information to use.
 
KBCategory: kbusage
KBSubcategory: kbonline
 
Additional reference words: kbhowto 3.00 3.00 online on line 4.00 95
money95 online Alien
 
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Keywords          : kbonline 
Version           : 3.00 4.00 4.00a
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.