Switch an account from manual to online
updates
To set up
online updates, you'll need your online sign-in information for
your bank. If you haven't used online banking at your bank, Money
will help you request a sign-in name and password.
- Click Banking.
- Under Common tasks, click Manage
online services.
- Find the account
(A
group of transactions in Money for a single bank, brokerage,
retirement, loan, or credit card account. Accounts can also track
assets such as houses or vehicles, or investments that you want to
watch but do not own. See also watch account.) , and then
click Set up online services.
- Follow the instructions on the screen.
Notes
- When you set up an account for online updates, Money will
automatically set up online updates for any other accounts you have
at that bank or brokerage.
- To learn more, see the Manage your accounts
video. To watch the Money videos, on the Help
menu, point to Instructional Videos, and then
click a title.
