Money 98: Guidelines for Home Banking
  
PSS ID Number: Q171963
Article last modified on 03-24-1999
 
WINDOWS:
 
WINDOWS
 

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The information in this article applies to:
 
 - Microsoft Money 98 
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SUMMARY
=======
 
This article contains guidelines for using Home Banking services within one
Money 98 data file.
 
MORE INFORMATION
================
 
Your bank can offer Home Banking Services through one of three possible service
providers:
 
 - CheckFree
 
 - VISA InterActive (VISA)
 
 - Open Financial Connectivity (OFC)
 
Money 98 has the following policies for Home Banking in one file:
 
1. One Bank Online Provider per Bank. Each bank may have one banking Provider
   set up. All accounts at that bank use that one provider for banking. This may
   be a different provider than used for bill payment. Therefore, multiple
   Online Providers may be used in one file.
 
2. One Bill Payment Provider per Bank. For any given bank, the bill payment
   provider and the banking provider may be different. Therefore, multiple
   Online Providers may be used in one file.
 
NOTE: Although you may have set up online Bill Payment at one bank, you still
have to go through Setup if you want to use that service at another bank.
 
3. Only one Quotes Online Provider per file.
 
4. Multiple ActiveStatement Providers per Account.
 
5. Payments and Transfers live in an account. All e-pays, a-pays,and xfers are
   tied to an account in Money. From this account, Money can determine the Bank.
   And from the Bank, Money can determine the provider that applies to the
   transaction. The account of an e-pay, a-pay, or xfer must be known before any
   on-line processing of that transaction may be done.
 
6. Service provider capabilities are stored per bank. Since financial
   institutions may choose to offer different services, the capabilities are
   tracked for each financial institution.
 
Additional query words: w_money 6.0 woody
 
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Keywords          : kbonline kbimu kbfaq
Version           : WINDOWS:
Platform          : WINDOWS
Issue type        : kbinfo
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Copyright Microsoft Corporation 1999.