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Subject Author Date
BillPay Services Quicken/Checkfree, etc Discussion Fred Marshall 07-06-2006
Posted by pjhartman@gmail.com on July 7, 2006, 11:03 am
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Fred Marshall wrote:

> What version of Quicken?

Quicken 2006 Deluxe

> When you open Online/Online Payee List/ there's a pulldown window at the
> top called Financial Institution. What does it say? Do you have more than
> one choice? If so, what are they?

U.S. Bank - PFM Direct Connect
It's the only choice.


> If you open Accounts and highlight a/the checking account that you use for
> "Online Account Services" , right click and Edit the account, select the
> Online Services tab, are the online services ACTIVATED and what online
> service is shown?

Transaction download is activated.
Online payment is activated.


>
> Thanks again,
>
> Fred


Posted by Fred Marshall on July 8, 2006, 5:48 pm
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>
> Fred Marshall wrote:
>
>> What version of Quicken?
>
> Quicken 2006 Deluxe
>
>> When you open Online/Online Payee List/ there's a pulldown window at the
>> top called Financial Institution. What does it say? Do you have more
>> than
>> one choice? If so, what are they?
>
> U.S. Bank - PFM Direct Connect
> It's the only choice.

Ah! OK - so your bank provides a bill paying service that works by a
"direct" connection and exchanges transaction information. No web-based
stuff to have to deal with. That's nice.

I'd have to say that any such bank would be a very attractive provider!

Fred



Posted by John Pollard on July 8, 2006, 8:54 pm
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>> U.S. Bank - PFM Direct Connect
>> It's the only choice.

> Ah! OK - so your bank provides a bill paying service that
> works by a "direct" connection and exchanges transaction
> information. No web-based stuff to have to deal with. That's
> nice.
>
> I'd have to say that any such bank would be a very attractive
> provider!

A minor correction: U.S. Bank is not the "only choice".



Posted by Fred Marshall on July 9, 2006, 1:51 am
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>
>>> U.S. Bank - PFM Direct Connect
>>> It's the only choice.
>
>> Ah! OK - so your bank provides a bill paying service that works by a
>> "direct" connection and exchanges transaction information. No web-based
>> stuff to have to deal with. That's nice.
>>
>> I'd have to say that any such bank would be a very attractive provider!
>
> A minor correction: U.S. Bank is not the "only choice".

I think he was answering my question which was: what shows up in the dialog
window in his setup in Quicken.
He probably knows better than anyone else.... :-)

On the other hand, I'd like to know ALL the possible choices of banks that
provide this capability!

Fred



Posted by pjhartman@gmail.com on July 11, 2006, 11:43 am
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Fred Marshall wrote:
> >
> >>> U.S. Bank - PFM Direct Connect
> >>> It's the only choice.
> >
> >> Ah! OK - so your bank provides a bill paying service that works by a
> >> "direct" connection and exchanges transaction information. No web-based
> >> stuff to have to deal with. That's nice.
> >>
> >> I'd have to say that any such bank would be a very attractive provider!
> >
> > A minor correction: U.S. Bank is not the "only choice".
>
> I think he was answering my question which was: what shows up in the dialog
> window in his setup in Quicken.
> He probably knows better than anyone else.... :-)

Fred is correct. It's the only choice on the dropdown on my Q06D, not
the only provider someone could choose.


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