Update your accounts or set an update
schedule
If you've set
up your accounts to use online services, you can customize how
often Money retrieves information from your banks, brokerages, and
bill pay providers. The frequency of updates-such as weekly or
monthly-can be important if your bank charges a fee for you to
access your account information through Money.
You can also have Money perform an unscheduled update of all
your accounts.
- On the Tools menu, click Internet
Updates, and then click Customize
Updates.
- On the Customize update schedule page, under
Automated Online Updates, select the Use
Automated Online Updates check box.
- Under Set an update frequency for your
accounts, click an update frequency for any of the banks
or providers you have accounts with, and then click
OK.
- On the Tools menu, point to Internet
Updates, and then click Update Now.
- Select the check box for each item you want to update, and then
click Update.
Note
You can also use the Online updates button in the
upper-right corner of the Money window to update your accounts.
Point to the button, click the arrow, and then click Update
Now.