Occasionally, your bank or brokerage might not be able to move your transfers, electronic payments, or automatic payments to its new service. If this happens, you'll have to cancel your Epays (Electronic payment. An arrangement with your bank or brokerage to have funds withdrawn from your account and sent to a payee. You can set up Epays in Money.) and Apays (Automatic payment. A type of electronic payment for which you set up the payment amount and payment frequency only once, and the payment is sent as scheduled until you cancel it. Monthly mortgage or rent payments are good candidates for Apay because they are generally the same amount every month.) in Money, and then set them up again after the upgrade.

An online service update might require some or all of the following items. If your bank or brokerage updates its services, Money will tell you which ones apply to you.

• Cancel electronic payments.
• Cancel automatic payments.

It's also a good idea to back up your Money file before you update online services.