Converting From One 1-way OFX to a Different 1-way OFX Solution

Follow these steps if your financial institution has advised you that they are changing the solution on their Web site that will require you to "convert" your data. These steps will help prevent duplicate transactions after the conversion.

Update your account information after migration date
  1. On the Tools menu, point to Internet Updates and then click Read Call Summary Messages.
  2. Click the Your provider has updated their service offering. Click here to update Online Services link.
  3. NOTE: If you do not see this link, click Update Now and make sure the Get the Latest Money Updates box is checked, if available.
  4. Follow the prompt to backup your file.
  5. Follow the prompts to process statements if not already done.
  6. Click Accept.

Setup services with updated/new financial institution
  1. Click Manage Online Services on the Home page.
  2. Click Set up Online Services to the right of your financial institution on the Online Service Manager screen.
  3. Select the account type you want to set up: Banking, Credit Cards or Investments. If your institution offers both banking and credit card accounts, select Banking.
  4. Select the first letter of your institution name, and then select your institution. If your financial institution has told you to change the financial institution name, select the new financial institution name now.
    NOTE: In some cases, your financial institution name may be under T for The.
  5. Click Next and then Done.

Importing statements
  1. Click the Account List button at the top of the screen.
  2. Click the account you wish to update.
  3. In the account register note the date of the last transaction you downloaded as you will need to know this later.
  4. On the left pane click Connect to bank and then Go to financial institution name Web site.
  5. Log into your financial institutions online website.
  6. If you financial institution supports downloading statements for a date range of your choosing, download statements starting with the last day you downloaded statements (step 3). If prompted during statement download to open or save the file, choose Open.
  7. Once import begins, Money will prompt you to either match the downloaded statements to an existing account or create a new account. Select the account in Money which matches the account for which statements were just imported.
  8. Click Next and then OK once the statements have been imported.
  9. Repeat steps 1-7 for each account or until all accounts have been updated.
Note: If your institution changed names and you wish to reflect that information click the Account List link. Right-click the appropriate accounts and choose Rename. Type in the new name of your financial institution and click OK.