To set-up Money 2004, go to the Money 2004 homepage, go to 'Accounts & Bills' at the top of the page and select 'Account Set-up'. Then select 'Add a new account'.
A new window will appear. In this, enter 'Nationwide Building Society' in the field titled 'Held at'. Click 'Next'. Confirm the name in the next window, then click 'Next'. Enter the type of account you wish to set up initially. Enter the details as prompted in the set-up wizard. If you have other accounts with Nationwide, select the option 'I have other accounts with this institution' and complete the details for each additional account. When all accounts have been entered, select 'I have no other accounts with this institution'. Then click 'Next'. Ensure the box 'Go to Online Set-up for Nationwide Building Society' is ticked. Select 'Finish'.
Under the title 'Online Services Manager', choose the link 'Set up Online Services'. Ensure 'Nationwide Building Society' is highlighted, and then choose 'Next'.
If you are not already connected to the Internet at this point, you will be prompted to do so now.
At the top of the page, you will see two empty fields. In the 'Customer Number' field, enter the same ten digit Customer Number that you currently access the Internet Banking service with. If this number is not ten digits, prefix this number with leading zeros. In the Memorable Data item_Passnumber field, enter any one piece of memorable data which you set up when you registered for the Internet Banking service, followed immediately by your six digit Passnumber. The data for this field will appear in encrypted format.
If you wish for your memorable data and passnumber details to be remembered for future connections, ensure the tick box under the sign on details is selected. Click 'Next'. Click 'OK' to the confirmation window. Your account details should now be set up.
The program will then attempt to match your account details with the appropriate account name or the one you have assigned to each of your accounts. Choose 'Next' if all your accounts have been set up successfully.
You are then given four options of how much information you initially receive. Choose an option and select 'Next', located at the bottom of the page. On the next page, select ‘Done’ at the bottom of the page.
To view any downloaded transactions, go to 'Accounts & Bills' at the top of the page, then select 'Account List'. To the right hand side of each account set up, will be the number of transactions to be downloaded. Click on one of the links. A summary of the available transactions will be shown. If you wish to download all transactions, under the menu heading 'Common Tasks', select Reconcile transactions', then select 'Accept all transactions'. Select 'Yes' to the confirmation window. The transactions are then transferred into the relevant account within the program. Choose 'Account List' at the top of the page to return to your Account Summary page and click each subsequent account in turn.
For subsequent downloads of transactions, from the Money homepage, select 'Account List' at the top of the page. Under the menu heading ‘Common Tasks’ on the left hand side of the screen, choose 'Get online statements'. Then click on 'Connect to All'. If you have previously selected the option to save your sign on details, entering these details again is not required. If you did not select this option, in the window that appears, alongside the 'Banks and Brokerage' section, enter any one piece of memorable data immediately followed by your six-digit passnumber. If you do not wish to download share price and exchange rate details or Money updates, you can remove the ticks from these boxes. Then click 'Connect'. If you are not already connected to the Internet at this point, you will be prompted to do so now. A Call Summary window will appear. Select OK. If you have any transactions have been downloaded since your last connection, a link will appear to the right of the relevant account. Click on each link. A summary of the available transactions will be shown. If you wish to download all transactions, under the menu heading 'Common Tasks', select Reconcile transactions', then select 'Accept all transactions'. Select 'Yes' to the confirmation window. The transactions are then transferred into the relevant account within the program. Choose 'Account List' at the top of the page to return to your Account Summary page and click each subsequent account in turn.