Microsoft Money ®
Use Money in two ways — Statement Download or Direct Connect.
Statement Download
Download your account information from Online Banking to your Money software. You use Online Banking to access your accounts. Learn more about Statement Download.
Direct Connect
Use your Money software to access Online Banking through Microsoft Money.
What you can do
- Download your transactions and balances for your checking, savings and credit card accounts
- Pay your bills online
- Transfer funds between eligible accounts
- See all your finances on one page
- Contact customer service via secure online mail
- Utilize the personal financial management tools that Money offers
What it costs
Online Banking through Microsoft Money is free for the first three months, then it's only $9.95 a month.
What you need to sign up
How to sign up
- Sign up online. If you already use Online Banking, you can Sign up for Direct Connect online.
If you’re not already using Online Banking, enroll now
- Sign up with secure online mail. If you already use Online Banking, you can sign into Online Banking, select Mail and send a message to customer service, requesting Direct Connect for Microsoft Money
What you need to get started
- Microsoft® Money Plus (2007 or later version) installed on your computer
- Internet access
- Microsoft Internet Explorer (MSIE). Money is embedded with MSIE
- Your online ID
- Your online Passcode
Set up your accounts in Microsoft Money
In order to begin accessing your account information using Direct Connect, you must first set up your account(s) in Money. Refer to Microsoft's User Guide for instructions specific to your version of Microsoft Money for creating accounts and enabling them for Direct Connect access.
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