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Old 07-15-2008, 05:53 PM
=?Utf-8?B?U3RldmU=?=
 
Posts: n/a
money 2005 account updates

Is there a way to update account information via the internet, on Money 2005,
now that it is out of support? I can't seem to find a way, even though I get
a message saying something about "background banking."
thx,
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  #2 (permalink)  
Old 07-15-2008, 05:59 PM
Cal Learner-- MVP
 
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Re: money 2005 account updates

In microsoft.public.money, Steve wrote:

>Is there a way to update account information via the internet, on Money 2005,
>now that it is out of support? I can't seem to find a way, even though I get
>a message saying something about "background banking."


Have you tried File->Import of web statements from your FI?
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  #3 (permalink)  
Old 07-15-2008, 06:09 PM
=?Utf-8?B?U3RldmU=?=
 
Posts: n/a
Re: money 2005 account updates

I have been able to manually download statements from banks that offer that
ability. But several of my investment brokerages, like Fidelity, do not
offer the ability to download a Money file. They require you to connect via
Money.

"Cal Learner-- MVP" wrote:

> In microsoft.public.money, Steve wrote:
>
> >Is there a way to update account information via the internet, on Money 2005,
> >now that it is out of support? I can't seem to find a way, even though I get
> >a message saying something about "background banking."

>
> Have you tried File->Import of web statements from your FI?
>

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  #4 (permalink)  
Old 07-15-2008, 06:32 PM
Cal Learner-- MVP
 
Posts: n/a
Re: money 2005 account updates

In microsoft.public.money, Steve wrote:

>I have been able to manually download statements from banks that offer that
>ability. But several of my investment brokerages, like Fidelity, do not
>offer the ability to download a Money file. They require you to connect via
>Money.


So really your question was about Fidelity Investments.

I can say that having a LiveID on your file is not necessary to get
statements from Fidelity. If you disable background banking and
remove the LiveID from the file, I don't think you would get any
messages regarding background banking. See the first item in
Tools->Settings. I am not saying that you are going to get
statements from Fidelity with Money 2005, but not having background
banking enabled is not going to affect that. You would click
UpdateNow from the AccountList or use the Tools->InternetUpdates to
trigger updating.

So I am not addressing whether Money 2005 is going to get your
Fidelity statements after expiration. You will figure that out, and
I don't have Money 2005 installed.

I know that you know you could easily upgrade to Money Plus and get
another two years of downloads (which you could precede with the
trial version for a couple more months), including background
banking if you wanted.

>
>"Cal Learner-- MVP" wrote:
>
>> In microsoft.public.money, Steve wrote:
>>
>> >Is there a way to update account information via the internet, on Money 2005,
>> >now that it is out of support? I can't seem to find a way, even though I get
>> >a message saying something about "background banking."

>>
>> Have you tried File->Import of web statements from your FI?
>>

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