How to stop accounts from being uploaded to MSN Money
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How to stop accounts from being uploaded to MSN Money
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Jay Baker
Guest





Posted: Tue Dec 07, 2004 11:25 pm    Post subject: How to stop accounts from being uploaded to MSN Money Reply with quote

All,

I am logging in using my passport as I want to be able to download some credit
card accounts thru Yodlee. However, I don't want my checking account and all
it's details to be uploaded to MSN.... is there a way to prevent an account from
being uploaded while still being able to download via Yodlee?

Thanks,
Jay

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Dick Watson
Guest





Posted: Tue Dec 07, 2004 11:58 pm    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Have you set up the sync with the web feature or its dependent, the "file
sharing" (ha!) feature?

"Jay Baker" <jaycsco@myway.com> wrote in message
news:1102443791.75543@sj-nntpcache-5...
Quote:
I am logging in using my passport as I want to be able to download some
credit
card accounts thru Yodlee. However, I don't want my checking account and
all
it's details to be uploaded to MSN.... is there a way to prevent an
account from
being uploaded while still being able to download via Yodlee?
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Jay Baker
Guest





Posted: Wed Dec 08, 2004 12:02 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Not that I'm aware of... I just went into the accounts window and clicked the
thing about setting up online accounts. I choose the credit card I wanted, and
that appeared to work. But at the same time, it uploaded all my other accounts
to MSN. It's this last part I want to ditch.

Jay

Dick Watson wrote:
Quote:
Have you set up the sync with the web feature or its dependent, the "file
sharing" (ha!) feature?

"Jay Baker" <jaycsco@myway.com> wrote in message
news:1102443791.75543@sj-nntpcache-5...

I am logging in using my passport as I want to be able to download some

credit

card accounts thru Yodlee. However, I don't want my checking account and

all

it's details to be uploaded to MSN.... is there a way to prevent an

account from

being uploaded while still being able to download via Yodlee?




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Cal Learner-- MVP
Guest





Posted: Wed Dec 08, 2004 12:09 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

In microsoft.public.money, Jay Baker wrote:

Quote:
Not that I'm aware of... I just went into the accounts window and clicked the
thing about setting up online accounts. I choose the credit card I wanted, and
that appeared to work. But at the same time, it uploaded all my other accounts
to MSN. It's this last part I want to ditch.

I don't know. Try Tools->Settings->SharingOptions and see if you can
accomplish what you want. Let us know.
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Jay Baker
Guest





Posted: Wed Dec 08, 2004 12:13 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Cal,

Thanks for the idea, but no dice. It only asks for another user's passport
address so that they can log into the website as themselves and look at my data
(not at all the direction I want to go!) I only want to basically remove that
data from the MSN servers, but still be able to use the Yodlee connection to a
couple of credit cards. It's starting to look like that might not be possible.
If so, I'll have to forgo the Yodlee thing because I really don't want MS to
store my financial data.

Thanks,
Jay

Cal Learner-- MVP wrote:
Quote:
In microsoft.public.money, Jay Baker wrote:


Not that I'm aware of... I just went into the accounts window and clicked the
thing about setting up online accounts. I choose the credit card I wanted, and
that appeared to work. But at the same time, it uploaded all my other accounts
to MSN. It's this last part I want to ditch.


I don't know. Try Tools->Settings->SharingOptions and see if you can
accomplish what you want. Let us know.
Back to top
Cal Learner-- MVP
Guest





Posted: Wed Dec 08, 2004 12:19 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

In microsoft.public.money, Jay Baker wrote:

Quote:

Thanks for the idea, but no dice. It only asks for another user's passport
address so that they can log into the website as themselves and look at my data
(not at all the direction I want to go!) I only want to basically remove that
data from the MSN servers, but still be able to use the Yodlee connection to a
couple of credit cards. It's starting to look like that might not be possible.
If so, I'll have to forgo the Yodlee thing because I really don't want MS to
store my financial data.

There are many good credit cards that have direct download of
statements without Passport.
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Dick Watson
Guest





Posted: Wed Dec 08, 2004 12:47 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Let me understand: are you saying that Yodlee is dependent upon or coupled
with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
FAQ or two to update.

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:3f0cr0l2ac4t93qfn9kq5dsjhq3c9qntu1@4ax.com...
Quote:
There are many good credit cards that have direct download of
statements without Passport.
Back to top
Cal Learner-- MVP
Guest





Posted: Wed Dec 08, 2004 12:55 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

In microsoft.public.money, Dick Watson wrote:

Quote:
Let me understand: are you saying that Yodlee is dependent upon or coupled
with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
FAQ or two to update.

I am saying that if I don't have a Passport on my file, I cannot
have Yodlee access my FIs, and I cannot do roaming to allow my file
to be accessed on the web.

I suspect Jay did not miss a simple method to do what he wants, but
I am not sure of it.
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Dick Watson
Guest





Posted: Wed Dec 08, 2004 1:05 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

I read him to say he wanted to use the Yodlee access but not have his
account data synced with the web--i.e., stored on MSN so that he can look at
them via the MSN Money web page interface. I don't think he was worried
about the Passport, just about the storage of account data on MSN servers.

My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)
are not coupled. Both are dependent on using (c-Passport authentication),
but neither depends on or requires the other.

a requires c
b requires c
a and b are independent

Is this a correct understanding?

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:1a2cr0hgn753dcmerufooood6e0tpfn0gi@4ax.com...
Quote:
In microsoft.public.money, Dick Watson wrote:

Let me understand: are you saying that Yodlee is dependent upon or
coupled
with enabling Sync With The Web???? (Whatever for?) If so, I probably
have a
FAQ or two to update.

I am saying that if I don't have a Passport on my file, I cannot
have Yodlee access my FIs, and I cannot do roaming to allow my file
to be accessed on the web.

I suspect Jay did not miss a simple method to do what he wants, but
I am not sure of it.
Back to top
Jay Baker
Guest





Posted: Wed Dec 08, 2004 1:05 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

The best I can figure, Dick is correct. For the Yodlee stuff to work (download a
credit card, for instance) the file has to have a Passport on it and, so far, I
haven't been able to stop M05 from uploading my other accounts to MSN. I tried
deleting them directly on MSN, but the next sync I did, it deleted the accounts
in my money file. Luckly, I had made a backup, so I restored it and disabled the
sync/Passport until someone can tell me how to do it.

I agree this should be something simple to do (use Yodlee with a Passport, but
not upload accounts to MSN) but I'm apparently not seeing how.

Jay

Cal Learner-- MVP wrote:
Quote:
In microsoft.public.money, Dick Watson wrote:


Let me understand: are you saying that Yodlee is dependent upon or coupled
with enabling Sync With The Web???? (Whatever for?) If so, I probably have a
FAQ or two to update.


I am saying that if I don't have a Passport on my file, I cannot
have Yodlee access my FIs, and I cannot do roaming to allow my file
to be accessed on the web.

I suspect Jay did not miss a simple method to do what he wants, but
I am not sure of it.

Back to top
Jay Baker
Guest





Posted: Wed Dec 08, 2004 1:13 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

From my experience, a requires b requires c. However, I may have missed some
setting in M05 to stop the uploading of account info without removing the
ability to use Yodlee... that's the question I have as to whether I should be
able to.

Jay

Dick Watson wrote:
Quote:
I read him to say he wanted to use the Yodlee access but not have his
account data synced with the web--i.e., stored on MSN so that he can look at
them via the MSN Money web page interface. I don't think he was worried
about the Passport, just about the storage of account data on MSN servers.

My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)
are not coupled. Both are dependent on using (c-Passport authentication),
but neither depends on or requires the other.

a requires c
b requires c
a and b are independent

Is this a correct understanding?

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:1a2cr0hgn753dcmerufooood6e0tpfn0gi@4ax.com...

In microsoft.public.money, Dick Watson wrote:


Let me understand: are you saying that Yodlee is dependent upon or

coupled

with enabling Sync With The Web???? (Whatever for?) If so, I probably

have a

FAQ or two to update.

I am saying that if I don't have a Passport on my file, I cannot
have Yodlee access my FIs, and I cannot do roaming to allow my file
to be accessed on the web.

I suspect Jay did not miss a simple method to do what he wants, but
I am not sure of it.


Back to top
Cal Learner-- MVP
Guest





Posted: Wed Dec 08, 2004 3:25 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

In microsoft.public.money, Jay Baker wrote:

Quote:
From my experience, a requires b requires c. However, I may have missed some
setting in M05 to stop the uploading of account info without removing the
ability to use Yodlee... that's the question I have as to whether I should be
able to.

I believe a requires b requires c.

You could have a different Money file for just that credit card.
Then QIF export data, and import as a statement into your
non-Passport file. Too much work. And changing credit cards is
normally so easy.

Unless you called 1-888-5-OPTOUT, you probably get lots of offers.

CitiCards and Discover are only some of the cards that do direct
access very well.


Quote:

Jay

Dick Watson wrote:
I read him to say he wanted to use the Yodlee access but not have his
account data synced with the web--i.e., stored on MSN so that he can look at
them via the MSN Money web page interface. I don't think he was worried
about the Passport, just about the storage of account data on MSN servers.

My understanding was/is that those choices (a-Yodlee access, b-SyncWithWeb)
are not coupled. Both are dependent on using (c-Passport authentication),
but neither depends on or requires the other.

a requires c
b requires c
a and b are independent

Is this a correct understanding?
Back to top
Dick Watson
Guest





Posted: Wed Dec 08, 2004 3:45 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Wow. I guess I have some FAQs to update.

From this, I'd also infer that the Yodlee coupling to SyncWithTheWeb is
because they implemented MSNmoney<--Yodlee (usable for oh, so much more than
just Money As We Knew It) and let the existing Money<-->MSNmoney synch stuff
take care of the balance of the link. This is just a slightly-educated
guess.

That also leaves me wondering if an Essential Register is anything more than
a view of MSNmoney that APPEARS to be hosted locally. Is Essential Register
usable without Yodlee integration? (I.e., with an existing OFX provider,
say?) Has anybody used Essential Register enough to shed light on this
question? (Or used it at all, for that matter?)

If I didn't hope for better in spite of all the contrary evidence, I'd think
Microsoft **Really Is** on a path to eliminate Money As We Knew It. I may
even have to update the Money2005 page.

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:u2bcr091sbfl0m7ukesr2hids69vtpqbt1@4ax.com...
> I believe a requires b requires c.
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Jay Baker
Guest





Posted: Wed Dec 08, 2004 5:57 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Dick Watson wrote:
Quote:
Wow. I guess I have some FAQs to update.

From this, I'd also infer that the Yodlee coupling to SyncWithTheWeb is
because they implemented MSNmoney<--Yodlee (usable for oh, so much more than
just Money As We Knew It) and let the existing Money<-->MSNmoney synch stuff
take care of the balance of the link. This is just a slightly-educated
guess.

That also leaves me wondering if an Essential Register is anything more than
a view of MSNmoney that APPEARS to be hosted locally. Is Essential Register
usable without Yodlee integration? (I.e., with an existing OFX provider,
say?) Has anybody used Essential Register enough to shed light on this
question? (Or used it at all, for that matter?)

If I didn't hope for better in spite of all the contrary evidence, I'd think
Microsoft **Really Is** on a path to eliminate Money As We Knew It. I may
even have to update the Money2005 page.

"Cal Learner-- MVP" <via_newsgroup@please.tnx> wrote in message
news:u2bcr091sbfl0m7ukesr2hids69vtpqbt1@4ax.com...

I believe a requires b requires c.



Dick,


What I don't understand is why they require you to upload all your accounts just
to use Yodlee to download one of them. But there doesn't appear to be any way of
telling it whether to upload or not... it does them all. If you don't like it,
then you can't use the Yodlee stuff. Easy choice on my part.

I suspect that you're not far off the mark concerning the general trend... I
don't think the essential stuff is directly obtained from MSN, but the format,
etc. is very close. I wonder if MS will even have a boxed, standalone Money in a
few years. They're already making it more and more difficult to use the
product w/o MSN... next step is to drop it altogether and move it all to their
servers adn charge a yearly subscription. At least that's my fear.

I've been running a copy of Q05 along with M05 for a month now trying to figure
out which to stick with. I like M05 better in appearance and it's cash flow
feature, but Q05 is much faster in execution and doesn't appear to be headed
toward a future as a web only application.

Jay
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SJCOHEN730
Guest





Posted: Wed Dec 08, 2004 7:50 am    Post subject: Re: How to stop accounts from being uploaded to MSN Money Reply with quote

Quote:
. I
don't think the essential stuff is directly obtained from MSN, but the
format,
etc. is very close. I wonder if MS will even have a boxed, standalone Money
in a
few years. They're already making it more and more difficult to use the
product w/o MSN... next step is to drop it altogether and move it all to
their
servers adn charge a yearly subscription. At least that's my fear.

All I know is that I am using Money 2005 the same way I've used the product

for the last 9 years. No visable problem. I post my transactions manually, get
my investment updates continually (new) and have nothing to do with MSN except
to occasionally look at their web site. I use AOL. For me, at least, the
problems you and Dick describe are not there yet. I'm sure glad I don't
download my checking and credit card data into Money. Steve
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