Search found 6 matches

by MotoMatic
Sun Jun 28, 2015 8:45 pm
Forum: AceMoney for Windows
Topic: Charles Schwab
Replies: 5
Views: 10520

Re: Charles Schwab

Clearly AceMoney is having an issue communicating with Schwab over OFX, or else you would not be here asking about it. You need to go back to MechCAD and have them troubleshoot the issue deeper" I will, but so far the support doesn't seem very impressive. You're saying Ace does not monitor it's own ...
by MotoMatic
Sun Jun 21, 2015 10:04 pm
Forum: AceMoney for Windows
Topic: Charles Schwab
Replies: 5
Views: 10520

Re: Charles Schwab

Did you tell Schwab that you are not using Quicken?. No, but why would that matter? Schwab doesn't directly support Acemoney. My understanding is Acemoney can emulate various versions of Quicken. I do see "Charles Schwab & Co., INC" included in AceMoney's list of OFX banks, the details are ...
by MotoMatic
Sun Jun 21, 2015 9:59 pm
Forum: AceMoney for Windows
Topic: Newbie - basic question about Payees
Replies: 3
Views: 7733

Re: Newbie - basic question about Payees

That's all very clear, thanks. Strange world, tho' -- that a DOS based service in 1992 (Checkfree) reliably did something modern programs seemingly cannot. Of course Checkfree wasn't "free" (there was a monthly fee) but it was useful. I can see that Acemoney might be useful if I use my bank's web ...
by MotoMatic
Thu Jun 11, 2015 12:45 am
Forum: AceMoney for Windows
Topic: Charles Schwab
Replies: 5
Views: 10520

Charles Schwab

Has anyone gotten Charles Schwab & Co to work with Acemoney. Schwab tells me... "We do not need to activate a thing on our end. the database is open and ready for you to use. Simply tell Quicken you have an account at Charles Schwab & Co., Inc. Give Quicken your Schwab log in ID and password, and ...
by MotoMatic
Thu Jun 11, 2015 12:41 am
Forum: AceMoney for Windows
Topic: Set up downloads from PayPal
Replies: 3
Views: 14010

Re: Set up downloads from PayPal

PayPal does not have an OFX server, so you can't download transactions directly from within AceMoney. You will have to log in to the PayPal website and export the desired transactions to an CSV file, which you can then try to import into AceMoney as-is, or use any of the many PayPal CSV convertor ...
by MotoMatic
Thu Jun 11, 2015 12:40 am
Forum: AceMoney for Windows
Topic: Newbie - basic question about Payees
Replies: 3
Views: 7733

Newbie - basic question about Payees

HALP! I am missing something basic... I'm using Acemoney on a trial basis. I successfully connected to my checking account. So far, so good. But my *expectation* is I can make payments using the "Pay Bills" button which should allow me to: -- select a "Payee" -- select a payment source (my checking ...