Search found 6 matches
- 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 ...
- 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 ...
- 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 ...
- 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 ...
- 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 ...
- 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 ...