Set up automatic account updates
You can set up automatic account updates for an account you have already added to Money, but only if your bank supports automatic updates in Money. To set up automatic updates, you will need to have online sign-in information for your bank.
  1. On the Tools menu, point to Internet Updates, and then click Customize Updates.
  2. On the Customize update schedule page, under Automated Online Updates, select the Use Automated Online Updates check box, and then click OK.
  3. Click Banking.
  4. Under Common tasks, click Manage online services.
  5. Next to an account, click Complete setup for online services.
  6. Follow the instructions on the screen.

    When you enter your bank or brokerage sign-in information, you must select the Remember this password box.

Notes