Setting up and Troubleshooting Online Services in Microsoft Money 2000 Presented by Carl Huntington

1
Setting up and Troubleshooting Online Services in
Microsoft Money 2000 Presented by Carl
Huntington OCS Consumer SupportMicrosoft
Corporation
2
Topics Covered

• Today we will cover the following topics in this
  WebCast
• Online services setup
• Upgrading online services for a file used in
  previous versions of Money
• Troubleshooting online services setup

3
This WebCast Assumes

• That you
• Have set up your accounts in Microsoft Money
• Are ready to use online services
• and want to use the best personal finance
  software available on the market
• Microsoft Money 2000

4
Online Services Setup

• To set up Money to use online services, you need
  to
• Have access to the Internet
• Determine the online service offerings for your
  financial institution
• Sign up with your financial institution
• Set up the online services in Money.

5
Access to the Internet

• To get online, you need to have an Internet
  service provider (ISP).
• If you do not have an ISP, MSN Internet Access
  is one ISP you might choose for providing your
  Internet connection.

6
Setting up Money to Access the Internet

• If your computer is already configured to
  connect to the Internet, Money will use that
  configuration. If it is not, then follow this
  procedure
• On the Tools menu, click Connection Settings. On
  the Connections tab, click Setup. Then follow the
  instructions in the Internet Connection Wizard.

7
If You Use AOL as Your ISP

• You need to modify some additional settings to
• connect to the Internet through Money.
• 1. On the Tools menu, click Options.

8

• 2. Then click the Connection tab.
• 3. In the Internet Connection section, select I
  use America Online...
• 4. Click Connection Settings button.

9

• 5. Click the LAN Settings button.

6. Use the defaults.7. Click OK to exit.
10
Investigating Offerings

• To find out what online services your bank or
  broker offers, go to

http//www.microsoft.com/money.
11

• Then click Online Finance in the left pane.
• Now click All Financial Institutions Online.

12
No Offerings Available

• If your bank or broker does not appear in the
  list on the Web site, you can still use bill
  payment features. We will be discussing setting
  up online bill payment setup shortly.

13
Signing Up

• Before you can use Online Services in Microsoft
  Money, you need to sign up with your bank or
  broker. Your financial institution will then send
  you information that you will use to enter into
  Microsoft Money to connect to online services.

14

• To sign up to use online services that your bank
  offers, first click Update Internet Information
  on the Tools menu.

15

• Next, click Accounts on the navigation bar.

16

• Under Financial Institutions, click the name of
  the bank or broker you want to sign up for.

17

• Click Learn about and set up online services
  under the Use online services heading.

18

• Click the Set Up button to run the Online Setup
  wizard

19

• For banks or brokers that offer access to online
  services through a Web site, you will only see an
  Update button. Click this button and go through
  the wizard.

Then click Get online statements to go to their
Web site to sign-up.
20

• Each bank or broker offers different types of
  services. Each type of service may be presented
  to you in a different way.

Start going through the wizard then click the
link to get sign-up information for online
services.
21
No Offerings Available

• If your bank does not offer online services, you
  will get a screen that looks like this

22

• Even if your bank or broker does not offer
  online services, you can still use a third-party
  bill payment service. Click the Set Up button
  next to Bill Payment.

23

• Once the Bill Payment Setup wizard starts, Click
  the Next button. Now select one of the two bill
  payment providers in the list. If you are not
  sure which one to

choose, click the More Info link next to the
provider name to read about the provider.
24

• On the Web site for the payment provider, follow
  the appropriate links to sign up for bill
  payment.
• Once you complete the sign-up with the bill
  payment provider, you can return to Money then
  click the Cancel button to exit the setup wizard.

25
Setting Up

• Be sure you have your online sign-up information
  handy. You should receive thisusually by
  mailfrom your bank or broker after you sign up
  with them to use online services.
• Once you have this information, you will be
  ready to proceed to setting up online services

26
Go to Online Setup
In Money, click Accounts on the navigation bar.
27

• Under Financial Institutions, click the name of
  the bank or broker you want to set up for online
  services.

28

• Click Learn about and set up online services
  under the Use online services heading.

29

• Click the Set Up button to run the Online Setup
  wizard.

30

• Start going through the wizard. Enter the setup
  information or login information provided by your
  financial Institution in the appropriate sections.

31

• Once you complete the Online Setup Wizard, you
  can use Online Services. Simply click Connect to
  Online Services on the Tools menu.

32

• If your bank or broker offers online services on
  their Web site, go to the associated account,
  click Connect to bank,

then click Go to BANKNAME Web site.
33
Upgrading Online Services

• Here is a summary of the important information
  that we will discuss
• Differences between legacy versions of Money and
  the Money 2000 online services.
• Upgrading information.
• Converting Quicken online services to Money.

34
Differences

• The most noticeable difference between the
  online services in previous versions of Money and
  Money 2000 is the use of the Internet.
• This enhancement allows you to have many more
  options. Lets look at how to deal with these
  changes for a file used in previous versions of
  Money.

35
Upgrading

• When you upgrade a file from a previous version
  of Money that was using Online services, Money
  explains the changes to you then saves this
  information to a file.
• In some cases, you may need to re-enable certain
  bills or upgrade financial institution
  information.

36

• The directions you need to make the necessary
  changes after upgrading are stored in a file on
  your desktop that looks like this

37
Converting Quicken Online

• Money offers online features similar to what you
  might have used in Quicken. All you need to do is
  sign up for Moneys online services with your
  financial institution. First, cancel your Quicken
  online services by contacting your financial
  institution. Then go through setup as described
  earlier in this Webcast.
• Its that simple.

38
Troubleshooting Online Services Setup

• Here are a few pieces of information that will
  help keep you on track to continue to use Moneys
  online services.
• Bonus Topic
• Modifying setup information when needed.

39
Handling Bank Mergers

• When a bank merges with another bank or changes
  its name, you need to click Accounts. Right-click
  the banks name under Financial Institutions and
  click Rename. Type the new name and press ENTER.

40
Missing bank

• If your bank does not show up in the Connect All
  Screen, this means that you have not yet enabled
  the account from that institution for direct
  online services.
• Go through the online setup for the bank that
  does not show up in the Connect All Screen, then
  try again.

41
Electronic Transfers Support

• Support for electronic transfers (Xfers) is
  dependent on your bank or broker.
• If Money will not let you make an electronic
  transfer between two accounts, call your bank or
  broker.

42
Modifying Setup Information in Money

• To modify the online information you entered,
  simply go through the same process that you used
  to set up online services.
• You can change the information you entered where
  applicable.
• When you finish the wizard, your changes will be
  saved.

43
More Information About Moneys Online Services

• Click Help menu then click Help Topics. Type
  Online Services under Ask Money.
• On the Internet you can go to
  www.microsoft.com/money/
• Then click the Online Finance link.

44

• Frequently asked Money questions http//support.
  microsoft.com/support/money/faq/00/default.htm
• Money Newsgroups http//support.microsoft.com/su
  pport/news/ngresults.asp?Dmny
• Money Support Highlights
• http//support.microsoft.com/support

45
(No Transcript)