ONLINE HELP INDEX

GENERAL INFORMATION

About Security
Recommended Operating Systems for Internet Banking
Determining Your Browser Version
About Cookies
About JavaScript
About SSL
About Display Size
About Adobe Acrobat Reader
Recommended Browsers for Internet Banking
     Internet Explorer 6.0 Settings
     America Online Settings
     Netscape 7.2 Settings
     Mozilla Firefox 1.0 Settings
     Safari 1.2 Settings
Unable to Log-on to Internet Banking
     Log-on Security Information
Downloading Files to Financial Software
     Importing into Money 2000

TROUBLESHOOTING

Compatibility Test
Error Messages



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ABOUT SECURITY

Security refers to preventing unauthorized access to a computer system or network. Internet Banking uses several layers of technology to prevent unauthorized users from gaining access to the internal network. Internet Banking's security professionals manage a sophisticated networking architecture that includes screening routers, filtering routers, and firewalls.
Internet Banking is our term for accessing your account information over the Internet. Your financial institution may refer to it as Internet Account Access or use a different name.
Internet Banking uses software from Netscape® Communications that incorporate full data encryption to ensure the security and privacy of transactions.This encryption technology is so secure that it is classified by the U.S. Department of Defense. United States law forbids export of this technology to other countries. As a further security measure, Internet Banking utilizes its Internet server as a firewall, thereby preventing customer data from being directly accessed via the Internet.
The Internet Banking section is automatically secured/encrypted, but the rest of the Web site can be accessed as either secure or unsecure. To see at a glance if a session is secure:
  • Check the key icon at the lower-left corner of Netscape's screen. If it is intact and a blue line appears at the top of the screen, all messages are secure.

  • Check if there is an "s" after the "http" in the URL. The "s" after the "http" denotes that the page is secure.
If using Microsoft® Internet Explorer, and the image of a lock is displayed, the lock indicates the site is secure.
WARNING: If the icon appears as a picture of a broken key or a broken lock, encryption is not in use and the current session is not secure.
To ensure security, we recommend the following:
Never reveal your password**.
**Password refers to your telephone access (audio response system, not Bill Payment) password or the password that you selected when you signed up for Internet Banking. Your financial institution may use a different name. If you have questions about which number to use to access Internet Banking for the first time, contact your financial institution.
IMPORTANT: Some browsers allow you to enable a function to require passwords for specific sites or certifications. In that instance, you should enter the password for the browser.
Passwords are case sensitive. Mixing uppercase and lowercase letters is permitted.
You can change your Internet Banking password under User Options at any time. It is recommended that you change your password every six months.
WARNING: Financial institutions do not have access to your password. In the case of a forgotten password, contact your financial institution and ask them to reset your Internet Account Access for Internet Banking.
Use the Sign Off icon to end a Internet Banking session. This will expire all the cookies that were set in your session. Do not use the Back key.
IMPORTANT: If you do not exit the browser, the browser will allow you to use the Back key to get back into your Internet Banking session should you wish to explore another site.
The amount of time you can remain inactive before being automatically logged out of Internet Banking can be set under User Options.
WARNING: For your own security, keep this time setting as short as possible.
It is recommended that you balance your account at least once a month so that any discrepancies can be reported in a timely manner.



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RECOMMENDED OPERATING SYSTEMS FOR INTERNET BANKING

Recommended Operating Systems

  • Windows XP
  • Windows 2000
  • Macintosh OS X

Internet Banking is optimized to use with certified/recommended operating systems. By using a different operating system, you may not be able to take full advantage of all the features within Internet Banking. Click here for a list of recommended browsers.




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DETERMINING YOUR BROWSER VERSION

In Netscape®:
  1. Click on Help.
  2. Click on About Netscape® Communicator.
  3. Click here to upgrade to a newer version of Netscape now!
In Microsoft® Internet Explorer:
  1. Click on Help.
  2. Click on About Microsoft® Internet Explorer.
  3. Click here to upgrade to a newer version of Explorer now!
In America Online's Web Browser:
  1. Click on Help.
  2. Click on About America Online.



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ABOUT COOKIES

Cookies are small text files on your system, used to keep track of settings or data for a particular site. Web sites can use cookies to identify a returning user or to pass information between web pages in a single visit.

There are two types of cookies: temporary and permanent. Temporary cookies are used and tracked by the browser to pass information and are deleted once the browser is shut down. Permanent cookies are stored on your system and can be accessed again for multiple visits. Permanent cookies usually have an expiration date and will be automatically deleted from your system at that time. Internet Banking only uses temporary cookies and never passes private information through cookies

An example of how Internet Banking uses a temporary cookie is in the demo. The browser uses the cookie to either show or hide the overview depending on the user's choice. Every time the demo is used, that cookie will be used and deleted once the demo is exited or the browser is shut down.

Internet Banking also uses a different kind of temporary cookie known as a session cookie, a non-persistent cookie, or a pre-expired cookie. This cookie is used as part of the stringent security measures in Internet Banking to make sure that each page in Internet Banking is not cached or saved on your system. This means that each page must be retrieved from the web server. This cookie is deleted when a user logs or times out of Internet Banking or if the browser window is closed and ensures that another user on the same computer cannot access the previous user's Internet Banking session or information.




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ABOUT JAVASCRIPT

JavaScript is a widely accepted, simple programming language that allows a web site to be more interactive. Web sites can use JavaScript to perform many actions such has calculations, displaying dynamic navigation, and rotating through banner images. By using JavaScript, web sites can be pro-active by making a better internet experience.

An example use of JavaScript in Internet Banking is form validation. Validation is simply enforcing certain rules on different fields. When presented with a phone number field, JavaScript can alert the user if the phone number format is incorrect or if a value in the field is not a number. This allows the form to be filled out and submitted correctly the first time.

If JavaScript is not enabled, some or all of the Internet Banking features may not work. In most browsers, JavaScript is enabled through the adjustment in Security Settings. Please refer to the specific section for your browser by clicking on the link located in the index at the top of the page.




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ABOUT SSL

Before initiating your Internet Banking, we first require that a "secure session" is established using Secure Socket Layer (SSL) encryption. This is a process where the information between our server and your browser is encrypted or scrambled so it cannot be read by unauthorized parties. There are two general indicators that you have entered a secure session. Check for an unbroken key or locked padlock icon on the bottom of your browser screen. Also, when the URL (web page address) in the address bar starts with "https" (note the "s" at the end) rather than "http", your session is secure.



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ABOUT DISPLAY SIZE

The content of a Web site is created to be best viewed in a range of display sizes or screen resolutions. The display size maximum is determined by your monitor's maximum display area (by maximizing your browser window) and the display size minimum is user controlled by resizing the window to be smaller then the maximum area allowed.

By viewing a Web site at or above the recommended display size or screen resolution all the Web site content can be seen without scrolling left to right. Each Web site will vary with their recommended display size or screen resolution, but the most recommended browser display sizes are 800 width by 600 height (800 x 600) or 1024 width by 768 height (1024 x 768).

Your monitor's display size, sometimes referred to as the desktop area is a setting controlled by your Operating System. Please refer to your Operating System documentation on how to determine and change your display size.




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ABOUT ADOBE ACROBAT READER

Adobe Acrobat Reader is a free browser plug-in that can read certain document file types known as PDF (portable document format). Having this plug-in allows you to read a PDF file from your browser window rather than having to open the Adobe Acrobat program to read the file. If you need Adobe Acrobat Reader, click here and follow the directions on Adobe's Web site.

Internet Banking most commonly uses PDF files for Online Statements and Check Images.




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RECOMMENDED BROWSERS FOR INTERNET BANKING

Recommended Browsers
  • Microsoft Internet Explorer 6.x (includes AOL 8 & 9)
  • Netscape 7.2
  • Mozilla Firefox 1.0
  • Safari 1.2

Our site is optimized for use with certified/recommended browsers. If you use a different browser, you may not be able to take full advantage of all the features of the site.

Be sure to select a supported version when downloading at the following locations:

Microsoft©Internet Explorer Download:
http://www.microsoft.com/windows/ie/default.asp


Netscape© Navigator Download:
http://browser.netscape.com/


America Online© Download:
http://www.aol.com or AOL Keyword: upgrade


Mozilla Firefox Download:
http://www.mozilla.org/products/firefox/


Safari Download:
http://www.apple.com/support/downloads/




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Internet Explorer 6.0 Settings

Browser Settings

Cookies
  1. Click on TOOLS.
  2. Select INTERNET OPTIONS.
  3. Click the PRIVACY tab.
  4. Click on the ADVANCED tab.
    1. Put a check mark next to "Override Automatic Cookie Handling".
    2. Select ACCEPT for "First-Party Cookies" and "Third Party Cookies".
    3. Put a check mark next to "Always Allow Session Cookies".


Security
  1. Click on TOOLS.
  2. Select INTERNET OPTIONS.
  3. Click on the SECURITY tab.
    1. Set the Security Level for the Internet Zone to MEDIUM. (if slider bar is not available, click on the button "Default Level").
    2. Click on the button "Custom Level".
    3. Under Scripting of Java Applets make sure the radio button is set to ENABLE.
    4. Under File Download make sure the radio button is set to ENABLE.
    5. (for XP only) Under Automatic prompting for file downloads make sure the radio button is set to ENABLE.
  4. Click on the PRIVACY tab.
    1. Set the Privacy Setting to MEDIUM.
    2. Click on the button "Advanced".
    3. Put a check mark next to "Override Automatic Cookie Handling".
    4. Under First-party Cookies make sure the radio button is set to ACCEPT.
    5. Under Third-party Cookies make sure the radio button is set to ACCEPT.
    6. Put a check mark next to "Always Allow Session Cookies".
  5. Click on the ADVANCED tab.
    1. Under Security make sure the checkbox for "Do not save encrypted pages to disk" is blank.
    2. Under the Security Section, check "Use SSL 2.0 and SSL 3.0".
    3. (for Windows 2000 and XP SP1 only) Under the Microsoft VM section, check the box next to "JIT compiler for virtual machine enabled (requires restart)".
  6. Click on OK until exited completely from options.


Deleting All Temporary Internet Files:
  1. Click on TOOLS.
  2. Select Internet OPTIONS.
  3. Under the heading Temporary Internet Files click on the button DELETE FILES.
  4. Click on OK until exited completely from options.


Deleting Cookies Only:
  1. Click on TOOLS.
  2. Select Internet OPTIONS.
  3. Under the heading Temporary Internet Files click on the button DELETE COOKIES.
  4. Click on OK until exited completely from options.



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America Online Settings

America Online v8.0 & v9.0 (NOTE: The built-in AOL browser appears to be a version of an IE browser. In that case, some things (e.g. deleting cookies, etc.) could be accomplished the same way as done with IE browsers.)

AOL Auto-Fix (NOTE: Users must be signed on to their PC as a System Administrator in order to do this.)

  1. Sign on to AOL, and then go to AOL Keyword "Fix It".
  2. Click the link "Problems with the AOL web browser".
  3. Follow the simple instructions given on screen to complete the repairs. At this point, the AOL Auto-Fix does several things, including (but not limited to) clearing the cache and repairing the AOL Adapter. These things can also be done manually.

Browser Settings: (This is done from your Desktop, not inside the AOL browser)

  1. Click on the "Start" button.
    (Only on Win2000, or on WinXP when Start button menu is in Classic mode) Select "Settings"
  2. Select "Control Panel".
  3. On the Control Panel window/submenu, select "Internet Options".
    Enabling JavaScript:
    1. On the Internet Properties window, select the "Advanced" tab.
    2. In the Security section, make sure the checkbox for "Do not save encrypted pages to disk" is blank (OFF).
    3. To enable Java: under Java (or Microsoft) VM, make sure checkbox for "JIT compiler for virtual machine enabled (requires restart)" is checked (ON).
    4. On the Internet Properties window, select the "Privacy" tab.
    5. Under the Privacy tab, click the "Advanced..." button.
    6. On the Advanced Privacy Settings window, make sure that the radio buttons for "First-party Cookies" and "Third-party Cookies" are both set to "Accept" and the checkbox for "Always allow session cookies" is checked (ON).
    7. Click the "OK" button to close the Advanced Privacy Settings window.

    Deleting the Cookies:

    1. On the "Internet Properties" window, select the "General" tab.
    2. Under the General tab, click the "Delete Cookies" button.
    3. On the Delete Cookies window, click the "OK" button.

    Deleting the Cache: (a.k.a. Temporary Internet Files)

    1. On the "Internet Properties" window, select the "General" tab.
    2. Under the General tab, click the "Delete Files" button.
    3. On the Delete Files window, click the "OK" button.

  4. On the "Internet Properties" window, click the "Apply" button.
  5. Click the "OK" button to close the "Internet Properties" window.

Block pop-up windows:
Because AIB uses popup windows (e.g. Printer Friendly window, etc.), we recommend that "Pop-up windows" be allowed. Alternatively, Users who like to block pop-up windows could have this feature on, PROVIDED that they add their FI's domain to the list of allowed sites.

  1. Sign on to AOL, and then select the "Safety" menu.
  2. From the Safety menu, select "Web Pop-Up".
  3. In the Pop-Up Control Settings window, select the "Web Pop-Ups" tab.
  4. Set the radio button for "Pop-up Controls" to select either "Allow all pop-ups" or "Allow web pop-ups from these sites".
  5. If you selected the latter in the previous Step, make sure that your FI's domain is in the list of allowed sites.
  6. Click the "Save" button.

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Netscape 7.2 Settings

Browser Settings
  1. From the EDIT menu, select PREFERENCES.
  2. From the left side of the PREFERENCES window, select ADVANCED.
  3. Make sure the checkboxes for ENABLE JAVA and ENABLE NATIVE OBJECT SCRIPTING are selected.
  4. From the left side of the PREFERENCES window, select PRIVACY & SECURITY and toggle open its submenu.
  5. Under PRIVACY & SECURITY, select COOKIES.
  6. Make sure the COOKIE ACCEPTANCE POLICY radio button is set to ALLOW ALL COOKIES.
  7. Make sure the COOKIE LIFETIME POLICY radio button is set to ACCEPT COOKIES NORMALLY.
  8. Click the OK button to close the PREFERENCES window.

Deleting Cache
  1. From the EDIT menu, select PREFERENCES.
  2. From the left side of the PREFERENCES window, select ADVANCED and display its submenu.
  3. Under ADVANCED, select CACHE.
  4. In the right side of the FREFERENCES window, click the CLEAR CACHE button.
  5. Click the OK button to close the PREFERENCES window.

Deleting Cookies
  1. From the EDIT menu, select PREFERENCES.
  2. From the left side of the PREFERENCES window, select PRIVACY & SECURITY and toggle open its submenu.
  3. Under PRIVACY & SECURITY, select COOKIES.
  4. In the right side of the PREFERENCES window, click the COOKIE MANAGER button.
  5. In the COOKIE MANAGER, select the STORED COOKIES tab.
  6. At the bottom of the STORED COOKIES tab, click the REMOVE ALL COOKIES button.
  7. Click on the OK button to close the "Are you sure... ?" popup window.
  8. Click the CLOSE button to close the COOKIE MANAGER window.
  9. Click the OK button to close the PREFERENCES window.



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Mozilla Firefox v1.0 Settings

Browser Settings:
  1. From the menu bar, click on "Tools".
  2. From the Tools menu, select "Options...".
  3. In the Options window, select the "Privacy" icon/tab.
  4. Select the "Cookies" section.
    1. Check (ON) the checkbox for "Allow sites to set cookies".
    2. Uncheck (OFF) the checkbox "for the originating web site only".
    3. From the Keep Cookies dropdown list, select "until they expire".
  5. In the Options window, select the "Web Features" icon/tab.
    1. Uncheck (OFF) the checkbox for "Block Popup Windows". * Or if you choose to have it checked (ON), be sure to add your FI's domain to the list of Allowed Sites.
    2. Check (ON) the checkbox for "Allow web sites to install software".
    3. Check (ON) the checkbox for "Load Images".
    4. Uncheck (OFF) the checkbox "for the originating web site only".
    5. Check (ON) the checkbox for "Enable Java".
    6. Check (ON) the checkbox for "Enable JavaScript".
  6. In the Options window, select the "Advanced" icon/tab.
  7. Select the "Security" section.
    1. Check (ON) the checkbox for "Use SSL 2.0".
    2. Check (ON) the checkbox for "Use SSL 3.0".
  8. Click on OK button to close the Options window.

Deleting the Cache: (a.k.a. Temporary Internet Files)

  1. From the menu bar, click on "Tools".
  2. From the Tools menu, select "Options...".
  3. In the Options window, select the "Privacy" icon/tab.
  4. In the "Cache" section, click the "Clear" button.
  5. Click on OK button to close the Options window.

Deleting Cookies Only:

  1. From the menu bar, click on "Tools".
  2. From the Tools menu, select "Options...".
  3. In the Options window, select the "Privacy" icon/tab.
  4. Select the "Cookies" section.
  5. The User can choose whether to "Clear" all of the cookies OR to "View Cookies" in order to select and "Remove" some of them.
  6. Click on OK button to close the Options window.



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Safari 1.2 Settings

Preferences:
  1. From the menu bar, click/select the Safari menu.
  2. From the Safari menu, select "Preferences...".
  3. In the Preferences window, click the "Security" icon/tab.
  4. In the "Web Content" section,
    1. Click (ON) the checkbox for: "Enable plug-ins".
    2. Click (ON) the checkbox for "Enable Java".
    3. Click (ON) the checkbox for "Enable JavaScript".
    4. Unclick (OFF) the checkbox for Block popup windows. *
  5. In the "Accept Cookies" section, select the "Always" radio button.
  6. Click ON the checkbox for "Ask before sending a non-secure form to a secure website.
  7. In the Preferences window, click the "AutoFill" icon/tab.
  8. Unclick (OFF) the checkbox for "User names and passwords".
  9. Close the Preferences window.

Deleting the Cache: (a.k.a. Temporary Internet Files)

  1. From the menu bar, click/select the Safari menu.
  2. From the Safari menu, select "Empty Cache...".
  3. In the window, click the "Empty" button.

Deleting Cookies Only:

  1. From the menu bar, click/select the Safari menu.
  2. From the Safari menu, select "Preferences...".
  3. In the Preferences window, click the "Security" icon/tab.
  4. In the "Accept Cookies" section, click on the "Show Cookies" button.
  5. On the list displaying the cookies, the User can choose whether to "Remove All" of the cookies OR to select and "Remove" some of them.
  6. Click the "Done" button.
  7. Close the Preferences window.

Block pop-up windows:
* It is recommended that "Block pop-up windows" be turned OFF because Internet Banking utilizes pop-up windows (e.g. Printer Friendly window, etc.).
NOTE: Block pop-up windows can also be turned on/off from the Safari menu.


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UNABLE TO LOG-ON TO
INTERNET BANKING

If you can view the other areas of our Web site, but are unable to access Internet Banking, it may indicate a problem accessing all secured Web sites. Both your browser and Internet service provider must support secured sites. This Web site is designed for Netscape® 7.2 or Microsoft® Internet Explorer 6.0 or Mozilla Firefox 1.0 or Safari 1.2 for Macintosh. Using other browsers may cause the Web pages to appear misaligned and prevent access to Internet Banking.

IMPORTANT: It is highly recommended that the newer browsers be used to access Internet Banking.

If you are using one of the browsers mentioned above and are still experiencing a problem, the problem may lie with the Internet service provider. This is particularly common with employer-based access to the Internet. Your employer may have firewalls, proxy servers, or other equipment that may prevent access to secured sites. Contact your company's Data Processing Department regarding the problem or try to access Internet Banking from another location.

IMPORTANT: When reporting problems to your financial institution, have as much information ready as possible (e.g., browser version, etc.).

Receiving the following message after logging in successfully will stop all further processing and/or access to any portion of Internet Banking during this session: "Internet Account Access Session Error." Return to the log-in screen to start a new session. This error indicates that you did not accept one or more cookies. In order to enter the secured encrypted site you must accept the cookies. Since there are several within Internet Account Access, it is suggested that you disable the cookie alert within your browser while viewing account information.

IMPORTANT: If you are prompted with a dialog box that asks you to re-enter your password, (after initially entering your User ID and Internet Banking password), your browser may not support JavaScriptTM, or JavaScriptTM may not be enabled. An upgrade to Netscape® 7.2 or Microsoft® Internet Explorer 6.0 may be necessary.

Go to Microsoft's Web site to download Internet Explorer or to Netscape's Web site to download Communicator. If you already have one of these browsers, the "Enable JavaScript" function may be disabled.

To enable JavaScriptTM in Netscape® Communicator 7.2:

  1. From the EDIT menu, select PREFERENCES.
  2. In the Preferences window, select ADVANCED.
  3. Verify that "Enable JavaScript" and "Enable native object scripting" are checked.
  4. Click the OK button to close the Preferences window.

To enable JavaScriptTM in Microsoft® Internet Explorer 6.0:

  1. Click on TOOLS.
  2. Select INTERNET OPTIONS.
  3. Click on the SECURITY tab.
    1. Set the Security Level for the Internet Zone to MEDIUM.
    2. Click on the button marked "Custom Level"
    3. Under Java Permissions make sure the radio button is set to Medium Safety.
    4. Under Scripting of Java Applets make sure the radio button is set to ENABLE.
  4. Click on the PRIVACY tab.
    1. Set the Privacy Setting to MEDIUM.
  5. Click OK and go to the ADVANCED tab.
  6. Under The Microsoft VM section, check the box next to "JIT compiler for virtual machine enabled (requires restart)"
  7. Click on OK until exited completely from options.

To enable JavaScriptTM in America Online:

  1. Click on the "Start" button.
  2. Select "Settings" (Only on Win2000, or on WinXP when Start button menu is in Classic mode)
  3. Select "Control Panel".
  4. On the Control Panel window/submenu, select "Internet Options".
  5. On the Internet Properties window, select the "Advanced" tab.
  6. In the Security section, make sure the checkbox for "Do not save encrypted pages to disk" is blank (OFF).
  7. To enable Java: under Java (or Microsoft) VM, make sure checkbox for "JIT compiler for virtual machine enabled (requires restart)" is checked (ON).
  8. On the Internet Properties window, select the "Privacy" tab.
  9. Under the Privacy tab, click the "Advanced..." button
  10. On the Advanced Privacy Settings window, make sure that the radio buttons for "First-party Cookies" and "Third-party Cookies" are both set to "Accept" and the checkbox for "Always allow session cookies" is checked (ON).
  11. Click the "OK" button to close the Advanced Privacy Settings window.

To enable JavaScriptTM in Safari 1.2:

  1. From the menu bar, click/select the Safari menu.
  2. From the Safari menu, select "Preferences...".
  3. In the Preferences window, Click the "Security" icon/tab.
  4. In the "Web Content" section,
    1. Click (ON) the checkbox for: "Enable plug-ins"
    2. Click (ON) the checkbox for "Enable Java".
    3. Click (ON) the checkbox for "Enable JavaScript".
  5. Close the Preferences window.

To enable JavaScriptTM in Mozilla Firefox 1.0:

  1. From the menu bar, click on "Tools".
  2. From the Tools menu, select "Options...".
  3. In the Options window, select the "Web Features" icon/tab.
    1. Check (ON) the checkbox for "Enable Java".
    2. Check (ON) the checkbox for "Enable JavaScript".
  4. Click on OK button to close the Options window.



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Log-on Security Information

Internet Explorer Content Advisor

End Users that have Content Advisor enabled in Internet Explorer will require some changes that need to be made in order to use Internet Banking.

  1. Click on Tools.
  2. Select "Internet Options"
  3. Select the "Content" tab
  4. Select "Settings" and input the Content Supervisor password. (The password was created when Enabling the Content Advisor, if you have forgotten this password contact Microsoft)
  5. Select "Approved Sites"
  6. Copy and paste the entire Login page URL, For example: www.myfi.com/onlinserv/HB
  7. Select "Always" and then click "Apply"
  8. Click "OK" to close the Window.
  9. When logging into Internet Banking, you may see the following message box:

  10. Select "Yes" to continue.

Additional Third Party Software (TPV)

Due to increased security, certain third party toolbars/software may prevent end user access into Internet Banking. This can also include some types of pop-up blockers. In order to log in to Internet Banking, this software may need to be disabled or uninstalled. Please refer to the third party vendor instructions for information on how to perform these steps.

Spyware/Adware

Due to increased security, certain spyware/adware may also prevent end user access into Internet Banking. In order to log in to Internet Banking, end users must remove this type of software from their computer.

Spyware is Internet jargon for advertising supported software (Adware). It is a way for shareware authors to make money from a product, other than by selling it to the users. Adware typically reports your Internet surfing habits back to a third party site for data collection purposes. In order to protect your financial privacy, it may be necessary to install a spyware/adware search tool to determine if your computer has any of this software installed. If you determine that adware or spyware has been installed on your computer, the software will need to be removed.


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DOWNLOADING FILES TO
FINANCIAL SOFTWARE

To search for help with Quicken, visit the Intuit web site at
http://www.intuit.com/support/

To search for help with Microsoft Money, visit http://www.microsoft.com/money/.


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Importing to Money 2000

  1. Go to Account Access and click on Export.
  2. Choose the source account and the date range you wish to download.
  3. Choose Money OFC as the export format.
  4. A screen will pop up. You want to choose "Save it to disk"
  5. Choose the location to save and create a name for the downloaded file. Then click Save.

    NOTE: Remember where you save this file on your PC.

  6. To import the file, open Money 2000.
  7. Click on "File"
  8. Then Click on "Import"
  9. Now, you need to locate where you saved the downloaded file. To do this, click on the file. When you do this, the file should appear on the bottom where it says "File Name:"
  10. Then click on import. *

    * If you receive an error that states that the file format is invalid, follow these steps:

    1. Go to the Windows Start Menu (lower left hand corner of your desktop).
    2. Click on "Programs", then go to "Accessories", and then click on "Notepad". This will open up a blank document.
    3. Click on "File" and click on "Open".
    4. Now, locate the downloaded file. Make sure that the "File Type" selected is "All Files."
    5. Click on the file and then on "Open."
    6. The 7th Row of data will have the name and then a list of numbers next to it.
    7. Delete the last number in this row of numbers.
    8. Close the page and save it to the same name. It will ask you if you want to replace the existing file with the same name. Choose Yes. Continue with step 6.

If this does not remedy the problem, contact Customer Service.


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COMPATIBILITY TEST

Having difficulties viewing the test or not seeing the test results could be due to one or more of the following:

  1. Pop-up Blocker. If your browser uses a pop-up blocker, please disable it and click on the Compatibility Test again. For more information regarding pop-up blockers please refer to the specific section for your browser by clicking on the link located in the index at the top of the page.
  2. JavaScript is disabled. If your browser has JavaScript disabled, please enable it and click on the Compatibility Test again. Click here for more information about JavaScript.
  3. Alternative Browsers. Using an outdated, branded, or non-standard browser might cause test errors. Attempt to run the test on a recommended browser to see if the test can be successfully run. Click here for a list of recommended browsers.

If you are still not able to view the test, please contact your financial institution for further help.




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ERROR MESSAGES

Error Messages - To show your financial institution the exact error message that you are receiving, display the error message on your screen then press ALT+Print Screen on your computer's keyboard. This will transfer the image to your clipboard. Open your Word Processor and paste the selection. You can save this file and e-mail it to your financial institution for support.

When experiencing an error message, try the following steps before contacting your financial institution:

1. Close the browser.
2. Retry.
3. Delete the Cache, Reload, or Refresh.


After trying this and you still continue to receive the error message, contact your financial institution.



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