How to update your financial institution connection for Open Financial Exchange (OFX) format in Money (242422)


The information in this article applies to:

  • Microsoft Money 2007 Deluxe
  • Microsoft Money 2007 Home & Business
  • Microsoft Money 2007 Premium
  • Microsoft Money Deluxe 2006
  • Microsoft Money Premium 2006
  • Microsoft Money Small Business 2006
  • Microsoft Money Standard 2006
  • Microsoft Money 2005 Deluxe
  • Microsoft Money 2005 Premium
  • Microsoft Money 2005 Small Business
  • Microsoft Money 2005 Standard
  • Microsoft Money 2004 Deluxe
  • Microsoft Money 2004 Premium
  • Microsoft Money 2004 Small Business
  • Microsoft Money 2004 Standard
  • Microsoft Money 2003 Deluxe
  • Microsoft Money 2003 Deluxe and Business
  • Microsoft Money 2003 Standard
  • Microsoft Money 2002
  • Microsoft Money Deluxe 2002
  • Microsoft Money 2002 Deluxe and Business Edition
  • Microsoft Money 2001
  • Microsoft Money Essentials
This article was previously published under Q242422

SUMMARY

If you use the Online Services feature in Microsoft Money, and one of the following conditions is true, you must update your connection to that financial institution:
  • Your financial institution changes their client/server specifications to the Open Financial Exchange (OFX) format.
  • Your financial institution moves from one OFX server to another.
  • Your financial institution mergers with another financial institution.
This article describes how to perform this update.

MORE INFORMATION

To update your connection to your financial institution in Money, use the following methods in the order that they appear in.

Set up an Internet connection

To follow these steps, the computer must be connected to the Internet. To obtain information about how to connect the computer to the Internet, follow these steps:
  1. On the Help menu, click Microsoft Money Help or click Help Topics depending on the version of Money that you are using.
  2. In the Search for help box or in the Ask Money box, type Connect to the Internet.
  3. Click Search.

Reconfigure Money to use OFX services

After you connect to the Internet, visit the following Microsoft Web site to view the instructions to configure your version of Money to use the bank's OFX services:

http://www.microsoft.com/money/server.mspx

Modification Type:MinorLast Reviewed:7/5/2006
Keywords:kb3rdparty kbhowto kbMoneyInvest kbonline KB242422
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