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.

On the Tools menu, point to 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, and then click OK.
Click Banking.
Under Common tasks, click Manage online services.
Next to an account, click Complete setup for online services.
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

With accounts at some banks, you can set the frequency of automatic updates.
When adding a new account to Money, you can set up automatic updates as you set up the account.
If you are using a Money file password or a Windows Live ID to help protect your Money file, you will also need to save your password so that Money can download your account information even if you don't have Money open. If you don't want to save your password, you'll need to open your Money file each time you log on to Windows so that your accounts can be updated online.
Automatic online updates download account information for the last Money file that was opened. If you have more than one Money file that you want to update online, you'll need to open your other files and update your accounts.