Microsoft Money
What is Microsoft Money?
Microsoft Money is a money management package from Microsoft. For further information please visit this page . Nationwide only supports full UK versions of Microsoft Money 2002 through to 2005.
What Nationwide accounts are eligible for use with Money?
The following Nationwide accounts are eligible for use with Microsoft Money - FlexAccount, InvestDirect, CashBuilder, Smart (excluding the under 7 version), e-Savings, Instant access ISA and Credit Card.
What banking functions can I perform with Money?
Currently you can download the statements from all your eligible accounts.
How do I pay bills or transfer funds using Money?
At present you are unable to pay bills or transfer money directly from Money. You are able to use Internet Banking to carry out both these functions.
How do I set up Microsoft Money?
To set up Microsoft Money, please select the link relevant to the version you are using.
How do I access Microsoft Money with my sign on details?
The sign on details you use for Microsoft Money should be the same as those you use for Internet Banking.
When setting your sign on details in Microsoft Money, you need to enter a ten digit Customer Number in the first field. If the existing number you have is not ten digits, please prefix this with leading zeros. In the second field, you need to enter any one piece of memorable data immediately followed by your six digit Passnumber.
To download your transactions, in the Password field, you need to enter any one piece of Memorable Data, again, immediately followed by your six digit Passnumber.
However, if the details you use for Microsoft Money and Internet Banking are different, please use the following link, depending on the version of Money you use, to update your details, to enable you to download your transactions once again.
When I try to use Money 2002, or later, to download my transactions, the password window is too small to let me enter my full memorable date/pass number.
Although the Password window only allows you to view a certain number of characters (displayed as *********), you will still be able to enter the required sign on details into this window.
Can I use and earlier version of Money?
We do not support versions earlier than Money 2002.
I'm using the US version of Money and am unable to connect to Nationwide's Internet Banking service.
You will only be able to download your Nationwide accounts using a fully supported UK version of Money.
Please note, if you receive the message "Please enter your Financial Institution ID" then you are using a non-UK version of Money.
If you receive an error message stating "There is a problem with the data received from this Online provider", please carry out the following which may resolve this issue.
If you receive an error message stating "There is a problem with the data received from this Online provider", please carry out the following which may resolve this issue.
Before carrying out the following, you are advised to have backed up your Microsoft Money file. You need to look at the accounts listed under the Nationwide Building Society section, and check to see if there are any closed accounts listed. If there are closed accounts displayed, delete these from the Money file. You can do this by right clicking the account and selecting the Delete option and choosing OK to the confirmation window.
Once deleted, you should be able to download all your active accounts once again.
I have downloaded my Nationwide statement details into Money, but the amounts are displayed in dollars instead of pounds.
This will happen if your PC regional settings are set to English (United States). To correct this, select 'Settings', 'Control Panel' from your 'Start' button, select 'Regional Settings' and select 'English (British)'. Your statement details should then display in pounds.
How secure is Internet Banking with Money?
Money uses the latest 128 bit encryption to ensure that your bank details are secure.
I receive an error message which states that the "digital security certificate is out of date or invalid" or error message OFXIE12029. How do I resolve this?
You need to ensure the date on your PC is correct. To check this, click the time, located in the bottom right hand corner of the PC.
Also, please ensure that the following is also correct. Click on the Start icon located at the bottom left hand corner of your computer, then click Settings, Control Panel, Internet Options. Select the Advanced tab and ensure that under the heading Security, located at the bottom of this option, that SSL 2.0, SSL 3.0 are both ticked.
If any of the above is not selected or your date or time is incorrect, please make the amendments and then attempt to connect to Microsoft Money once again.
If I receive an error message relating to default currency, how do I resolve this?
Please select the link relevant to the version you are using.
I am having problems downloading transactions into Microsoft Money, how do I resolve this?
Please select the link relevant to the version you are using.
If I receive the message 'A Prior Call Was Interrupted', how do I resolve this?
This indicates that a connection was interrupted. To resolve this, connect in the usual way to Money. When the prior call was interrupted and you are given an option of what to do, press yes. A password box will appear. Press both the Ctrl/Shift buttons together and also press the Cancel option on the password box. If you received a further message, again click yes to this. Then attempt to connect in the usual way.
I’m getting a error message saying ‘Money cannot complete a required call online at this time, what do I do?
If you are receiving the error message 'Money cannot complete a required online call at this time. Please check your Internet connection settings and try again', you will need to carry out the following in an attempt to resolve the problem.
Please ensure you backup your current Money file prior to carrying this out.
Delete the current Money file and use a previously backed up file that was saved prior to the problem occurring. You will then need to connect using the backed up file to download all outstanding transactions successfully again.
If you don’t have any backed up files, you will not be able to download any subsequent transactions using the current money file as the problem is with the file not the program itself.
You may wish to set up a new Money file and start again to download transactions but all previous downloaded transactions will be lost.
If the above does not resolve the problem, you may wish to also try the following.
Please check your Browser settings and make any necessary amendments using the following link to our troubleshooting page.
If this does not resolve the problem, please re-install the program, ensuring you have backed up any existing Money files.
If this does not resolve the problem, you will need to contact Microsoft direct.
I've just registered for Internet Banking and haven't yet received my customer number and passnumber. Can I use Money?
Yes, you will be able to use the Money program, however, you will not be able to electronically download your Nationwide transactions until you have received the sign on details.