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Adding my account RRS feed

  • Question

  • I have new Surface 2 that i received for X-mas. When you try to add brokerage accounts to my money, no brokerage tiles appear??

    Why??

    Wednesday, December 30, 2015 4:40 PM

All replies

  • Are you new to Money? If not, you would have copied your Money (*.mny) file to your Documents folder, and opened that file.

    I presume you are in North America and that you installed Money Plus Deluxe Sunset.

    Understand that Money online features have been discontinued. https://support.microsoft.com/en-us/kb/2118008 I don't know what you mean by tiles (some graphic I suspect that would have relied on some online server for setup), but you would set up a broker as an Investment account. Usually you would choose to track the cash too if this is a regular broker account.

    I use PocketSense to download broker and credit card transactions. It is wonderful for me, but it is not as integrated as you might like.

    Wednesday, December 30, 2015 4:58 PM
    Moderator