About Microsoft® Money®
Does Internet Banking interface with Microsoft Money?
No. You are not able to retrieve your Waccamaw Bank account information or pay bills using Microsoft Money. You can, though, download your account transactions into a .QIF file that can be imported into Microsoft Money.
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How do I download my transactions into Microsoft Money?
To download your transactions into Microsoft Money you will need to do the following:
- Click on the name of your account to view the transactions since your last statement.
- Scroll down to the Transaction Download and click Download. (This will download all of the transactions currently on the screen. If you need to narrow the transactions on the screen, see instructions below to use the Transaction Search.)
- Click Confirm on the Transaction Review screen.
- You should now see a File Download box. Choose the option to "Save this file to disk" and click OK.
- Give the file a name and click save. (You may find it easier to save the file to a disk and choose the drive.)
- Click Done once the download is complete.
- Once the transactions are downloaded, you will need to open Microsoft® Money® and import the file you just downloaded.
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How do I change the transactions displayed within Internet Banking?
If you need to narrow the transactions displayed on the screen, you will need to scroll down to Transaction Search. Type in the Transaction Dates or Check Range to narrow your list of transactions. This feature is useful to find out if certain checks have cleared your account and for narrowing the transactions to download into Microsoft Money.
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How do I get help with downloading transactions into Microsoft Money?
If you are having problems downloading the file to your computer or floppy disk and you are not getting the message "x items were successfully exported," you will need to speak to an Internet Banking representative (1-888-474-8030). If you are able to download the file, but not able to import, you may want to go through the download process again. (You may have downloaded a bad or damaged file.)
If you are still having problems importing the file, you will need to consult your Microsoft Money support literature or contact a representative from Microsoft Money for support.
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