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Microsoft Money 2005 Setup Instructions

You may wish to print these instructions for easier reference.

Microsoft Money System Requirements

To use Microsoft Money 2005, you need a First Horizon Priority Checking Account, Windows 95 or higher, Microsoft Money 2005, and Internet access with a 128-bit encrypted browser.

Before you Begin

Before you can enable Microsoft Money for online access with your First Horizon accounts, you will need the following:

If you already have an existing Microsoft Money 2005 file that you now wish to set up for online services with First Horizon, back up your Microsoft Money file and proceed to the section below entitled "Enabling or Setting up Microsoft Money 2005 Accounts for Online Services".

Enabling or Setting Up Microsoft Money 2005 for the First Time

  1. When opening Microsoft Money 2005 for the first time, you will see the welcome screen ready to direct you through the "Get Started" process. Click "Next". You will be taken to a Microsoft .Net Passport agreement. For purposes of setting up your Microsoft Money 2005 for Online Services, select "Decline" for this agreement. This will not interfere with your connection to First Horizon. A message will appear that asks "Do you want to continue without a Passport?" click "Yes".
  2. Your next step will be "Add a password to your file". This is optional. You can either select a password or check the box before "I don't want to use a password for my Money file" and click "Next".
  3. Click "Next" on the Add your accounts page.
  4. Select "Banking" for account type and click "Next".
  5. Click the "F" from the alphabet list and scroll to First Horizon. Highlight First Horizon and click "Next".
  6. Select "Yes, I have sign in information" and click "Next"
  7. Enter your User ID and Password, which is your username and password with First Horizon Banking Online, and choose Next.
  8. You will be asked how much transaction history you would like to initially download. Make your selection, and choose Next, and Money will download your initial transactions.
  9. Your accounts are now set up for online services. For assistance with your Money 2005 program features, click "Help" from the Money 2005 toolbar.

Need More Help?

  1. Refer to the Microsoft Money Help section in the software.
  2. Go to the Microsoft Money support site: http://support.microsoft.com/
  3. Call Online Financial Services at (888) 382-6654.

*****NOTICE*****

  1. Mortgages and Loans are not recognized online account types. You will not be able to view these accounts as online accounts using Microsoft Money.
  2. If you have problems finding your financial institution. Please go to Tools in the Microsoft Money tool bar and click on Internet Updates and Update Now to get current listing of Financial Institutions using Microsoft Money.