Using Money 3.0 for Online Banking with New Member Banks
  
PSS ID Number: Q141495
Article last modified on 07-15-1997
 
3.00 3.00a
 
WINDOWS
 

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3.00 3.00a
WINDOWS
kbusage kbref kbhowto
 
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The information in this article applies to:
 
 - Microsoft Money versions 3.0, and 3.0a
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SUMMARY
=======
 
With the release of Money 4.0, many new banks have decided to offer Online
Banking and Online Bill Payment. These new banks and services also work
with Money 3.x. This article tells how to set up an account with these
institutions in Money 3.x.
 
MORE INFORMATION
================
 
When you use Money 3.x with the new financial institution, you are not able
to select your specific bank name when you set up an account for Bank On-
Line. Instead, you need to specify a generic "other" financial institution
when you set up your account.
 
NOTE: Before you set up your accounts in Money, you need
to contact your bank to sign up for Online Services and receive a
start-up kit and reference guide.
 
Setting Up a Bank On-Line Account with a New Institution
--------------------------------------------------------
 
 1. Start Microsoft Money.
 
 2. On the On-Line menu, click Set Up Services.
 
 3. In the Set Up On-Line Services dialog box, click Continue.
 
 4. Enter information in each box under Applicant For On-Line
    Services and Address, and then click Continue.
 
    If any of the accounts you plan to use with Bank On-Line
    are jointly owned, enter information in the Co-Applicant
    For On-Line Services section.
 
    NOTE: Make sure that the information you enter exactly matches the
    information in the reference guide you received from your
    bank. If you have any question about the information in the start-up
    kit, please contact your bank for more information.
 
 5. In the Modem Options dialog box, select the correct options
    for your modem and enter the On-Line Services telephone number
    listed in your start-up kit.
 
 6. Click OK.
 
 7. In the Setup Complete dialog box, click OK.
 
 8. On the List menu, click Account List
 
 9. Click the account you want to use for Bank On-Line.
 
10. Click Money On-Line Services...
 
11. In the Money On-Line Services dialog box, do the following:
 
    a. Make sure the number in the Account Number box is correct.
 
    b. Make sure you select the appropriate Bank On-Line and/or Pay On-Line
       box(es).
 
    c. On the list in the Account Designation box, select the appropriate
       designation (such as Checking or Savings).
 
    d. For the Financial Institution selection, click Other.
 
12. Click OK.
 
The new bank is ready for Online Banking.
 
For a listing of the current member banks, please see the following
article in the Microsoft Knowledge Base:
 
   ARTICLE-ID: Q139337
   TITLE     : List of Money's Current Online Banking Providers
 
KBCategory: kbusage kbref kbhowto
KBSubcategory: kbonline
 
Additional reference words: w_money 3.00 3.00a 3.x
 
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Keywords          : kbonline 
Version           : 3.00 3.00a
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.