Money 5.0: How to Upgrade First Union National Bank Accounts
  
PSS ID Number: Q161441
Article last modified on 09-13-1997
 
5.00
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money, version 5.0
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SUMMARY
=======
 
In the fall of 1996, First Union National Bank changed Home Banking Service
providers. To use Online Services with First Union, you must disable all
Online Services in your current version of Money and upgrade to Money 5.0.
 
After upgrading to Money 5.0, step through the Online Services Setup Wizard
to correctly enable your First Union accounts.
 
MORE INFORMATION
================
 
Before upgrading to Money 5.0, you must disable all Online Services in
your current version of Money.
 
IMPORTANT NOTE: If you have any scheduled electronic payments in your
Account Register, you will be unable to cancel or inquire about them after
you disable Online Services. You may want to create cancel instructions for
any scheduled payments that have not cleared the bank and send the cancel
instructions before disabling Online Services.
 
For additional information, please see the following article in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q142768
   TITLE     : Money: How To Cancel Apays, Epays, and Send Bank
               Letter
 
After you cancel any scheduled payments, you can disable Home Banking.
For instructions on disabling Home Banking please see the following article
in the Microsoft Knowledge Base:
 
   ARTICLE-ID: Q150744
   TITLE     : Money: How To Disable Online Services
 
NOTE: If you did not disable Online Services before converting your data
file to Money 5.0, you must disable Home Banking in Money 5.0 and then
re-enable the service. Follow the steps outlined in the article above to
disable Online Services for Money 5.0.
 
After disabling Online Services in your prior version of Money, install
Money 5.0 and convert your data file.
 
NOTE: It is not necessary to remove your previous version of Money before
installing Money 5.0. Setup detects your previous version and asks if you
want to replace the previous version.
 
Setup your Accounts for Home Banking by following these steps:
 
1. In the Accounts tab in the Home Banking area, click Setup Online
   Services.
 
2. Proceed through the Online Services Setup Wizard.
 
3. Money asks you to enter your Financial Institution Identification
   Number (FID). This is usually the first 6 digits of your Credit Card
   account number.
 
4. Money prompts you to download information about your bank. Step
   through these dialog boxes to download the latest information about the
   way First Union interacts with Money 5.0.
 
5. When asked to enter your Access ID and Password, enter the information
   provided by First Union. The Bank ID for First Union National Bank
   is "1union", (without the quotation marks).
 
6. When prompted, complete the wizard by making a call to download
   information about the Accounts setup for Home Banking with First Union
   National Bank.
 
KBCategory: kbusage kbhowto
KBSubcategory: kbonline
Additional reference words: 5.00 w_money ISC FUNB Ham
 
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Keywords          : kbonline 
Version           : 5.00
Platform          : WINDOWS
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Copyright Microsoft Corporation 1997.