Money: Converting from Homesavings to Southtrust Bank
  
PSS ID Number: Q169983
Article last modified on 09-12-1997
 
3.00 4.00 5.00
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money, versions 4.0, 5.0 for Windows 95
 - Microsoft Money, version 3.0
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SUMMARY
=======
 
If your bank is changing from Homesaving Bank to Southtrust Bank and you
are currently signed up for Online Banking and/or Online Bill Payment, you
must disable your Home Banking Services for your online accounts with
Homesavings Bank and then use the Online Services Setup Wizard to setup new
accounts with Southtrust Bank. This change to your Money Data file must be
done on or before June 27th 1997.
 
Important Note: If you use Online Bill Payment and have set up Automatic
Payments (Apays), you must cancel all Apays in the Payment Calendar before
disabling the Online Bill Payment Services.
 
MORE INFORMATION
================
 
If you have any Automatic Payments (Apays), you must send cancel
instructions; then after you have completed the Online Setup Wizard to set
up the new accounts with Southtrust you must recreate the Apays with the
new account information.
 
For additional information, please see the following article(s) in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q142768
   TITLE     : Money: How To Cancel Apays, Epays and Send Bank Letter
 
   ARTICLE-ID: Q142769
   TITLE     : Money 3.0: How To Cancel Apays, Epays and Send Bank Letter
 
After you cancel any Apays, you must disable your Home Banking Services
(Online Banking and/or Online Bill Payment Home Banking).
 
For additional information, please see the following article(s) in the
Microsoft Knowledge Base:
 
   ARTICLE-ID: Q150744
   TITLE     : Money: How To Disable Online Services
 
After disabling your Home Banking Services, use the Online Services Setup
Wizard and set up your new Southtrust accounts. For more information on how
to setup your new accounts, see the instructions below for your version of
Money.
 
In Money versions 4.0 and 5.0
-----------------------------
 
 1. At the Contents screen, click Account Manager.
 
 2. Click the account you want to set up.
 
 3. Click Account Details.
 
 4. Click Setup Online Services or Select Online Services.
 
    NOTE: The button name varies depending upon how many accounts,
    you have established for Online Services.
 
 5. Enter information as requested.
 
    NOTE: You should confirm all of your personal information
    based on the new reference guide sent to you by your bank or
    Online Services.
 
 6. Make sure you select Online Banking and/or Online Bill Payment as
    appropriate for your accounts.
 
    NOTE: Checking accounts are the only accounts enabled for Online
    Bill Payment.
 
 7. Click Next. Make sure your Account number and Account type are
    correct.
 
    NOTE: Do not enter any dashes or spaces in your account number.
 
 8. Click Next. Make sure you have selected your bank from the list
    and that your new bank routing number is correct.
 
 9. Click Next (and click Finish, if it appears). Your account is now
    setup for Online Services.
 
10. Repeat this process for each Online account.
 
In Money version 3.x
--------------------
 
 1. On the Lists menu, click Account List
 
 2. Select the account you want to reset, and then click Money On-Line
    Services.
 
 3. Make sure you select Pay On-Line and/or Bank On-Line, as appropriate
    for your accounts.
 
 4. If you are setting up Bank On-Line, do the following:
 
    a. Verify that the Account Description is correct.
 
    b. Select the appropriate Financial Institution. If your financial
       Institution is not listed, click Other.
 
    c. Type your routing number in the Bank Routing Number box at the
       bottom of the dialog.
 
 5. Click OK. Your account is now reset.
 
 6. Repeat this process for each account.
 
Additional query words: w_money merge enable disable
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Keywords          : kbonline 
Version           : 3.00 4.00 5.00
Platform          : WINDOWS
Issue type        : kbhowto
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Copyright Microsoft Corporation 1997.