Set up an account
  1. Click Banking, and then click Account List.
  2. In the left pane, click Add a new account.
  3. Follow the instructions on the screen.


  • If you can’t find the name of your bank or brokerage in the Select a bank or brokerage list, your bank or brokerage doesn’t provide online services (Services provided by your bank or brokerage for common banking tasks, such as paying bills, over the Internet. ) to Money. To set up an account where you enter the information yourself, click My bank or brokerage isn’t listed, and then follow the instructions on the screen.
  • To learn more, see the Manage your accounts video. To watch the Money videos, on the Help menu, point to Instructional Videos, and then click a title.
Related topics

Change account information

Switch an account from manual to online updates

Microsoft Money arrowbluedown Set up an account

Set up an account