Direct Connect is the new industry standard for electronic transfer of financial data between financial institutions (FIs), businesses, and consumers via the Internet. Direct Connect streamlines how financial information is delivered from a financial institution directly to the customer at their computer.

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• I-Bank - Internet Banking Account.
• Any 2007 version of MICROSOFT Money.
• Internet connection.

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Please refer to the Microsoft Money Getting Started Guide found on the following Microsoft website.

Note: Once you choose your software and install it, you'll have access to multi-media product tours and tutorials. Easy step-by-step instructions and extensive help options will get you headed towards your financial goals faster than you ever imagined.

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You are required to use your existing First Interstate Bank I-Bank Access ID and Password.

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Yes, as long as you are running any Microsoft Money 2007 version.

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Used together, Microsoft Money and Direct Connect can help you conveniently track your expenses, budget your money and keep your finances updated. Using Microsoft Money, you can download transactions, update account balances, and otherwise manage your bank accounts directly from First Interstate Bank. Direct Connect also allows you to exchange mail messages with First Interstate Bank through Microsoft Money. You can also transfer funds between your accounts with First Interstate Bank.

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You may need to update your Microsoft Money’s list of financial institutions.

First check the Microsoft Money Online Banking list.

You may need to exit and then restart Microsoft Money for the changes to take effect.

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Currently, you will view transaction dates, payee names/descriptions, check numbers (where applicable), payee amounts and deposit amounts.

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If you are using the recommended version of Microsoft Money, you will be prompted before the program will duplicate a transaction entry. A good rule of thumb when downloading is to use the date range to control the amount of data you download and minimize the possibility of duplicating transaction history.

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If you are using the All new transactions option when downloading, this message means that there are no new transactions to be downloaded. If you would like to download certain transactions a second time, use the Transactions between option instead, and specify the date range for the data you would like to download.

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Up to two statement cycles.

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This error can occur when the Microsoft Money file you have created was originally set to download a set number of days worth of transactions (e.g. 30 days) for your account. In order to get around this error you will need to create a new Account or new file and setup your connection with First Interstate Bank and at the Choose account update settings, select (Need to specify date range – i.e. 30 days) days for the “How many days of past transaction information do you want to include for your accounts.”

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This and other similar “time-out” or “server busy” error messages commonly occur when First Interstate Bank’s web server is experiencing a higher than normal Internet call volume. Try waiting 5-30 minutes and then try your account again.

If you continue to experience this error, try connecting at a different time of day. If you have not recently installed new software or hardware, but continue to experience this error, please contact First Interstate Bank’s Internet Banking Support at 1-888-752-3332 to see if they are aware of any known problems on the server.

If there is no problem on bank’s side or you have recently installed new software or a new modem, you many need to contact your Internet service provider for troubleshooting steps.

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This behavior can occur if any one of the following is true:

• First Interstate Bank web server may be experiencing a higher than normal Internet call volume causing the download of transactions to occur very slowly or not at all.
• Your account no longer exists on the online server for some reason.
• The server sends First Interstate Bank statement data that is incorrectly formatted, such as a payment with a positive amount.

To resolve this issue, please contact First Interstate Bank’s Internet Banking Support at 1-888-752-3332 to check your account status or to see if their download meets the formatting requirements.

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For more in-depth support help with Microsoft Money go to:
http://www.microsoft.com/money/support.

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Microsoft Money aliases payees, such that if you manually change a transaction name value to something else during reconciliation, or match a statement to an existing register item with a different name, Microsoft Money stores the new value as an alias for the transaction name value. The next time Microsoft Money receive that same name, we replace it with the alias.

To avoid problems with incorrectly aliasing some of the more common names, Microsoft Money does not alias the following names.

• cash
• check
• atm
• withdrawal
• debit
• credit
• deposit
• purchase
• point of sale
• atm debit
• atm deposit
• ach debit
•  ach credit

Instead, current versions of Microsoft Money drop these name values when entering into the register, but do include a feature to allow users to manage this aliasing more directly.

Microsoft agrees that this is not ideal for these transactions, but better than the alternative of every "atm debit" downloading as "Gift for Grandma" or whatever else the user used during the first download. However the transaction name is placed in the memo field so that it is still available for viewing.

Note: The list of payee names presented is incomplete because the list may not be exactly the same between different versions of Microsoft Money. To see the complete list for a given version of Microsoft Money, you can create a new Microsoft Money file using the appropriate version of Microsoft Money, skip account setup, and go to the Payee Rules Manager. To get to the Payee Rules Manager,

1. Go to the Banking tab > Account Tools subtab > Categories and Payees
2. Under “View” on the left pane, click “payees” then Go To Payee Rules Manager

You will see a list of all the default excluded payees. The Payee Rules Manager can be used to add, delete, or edit the list of excluded payees. Additionally, a user can view/edit any particular aliased payee by using the “preferred payee matches” section of the Payee Rules Manager. For more specific operations/instructions, you can consult Help within Microsoft Money (default shortcut key: F1).

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MICROSOFT decided to use this generic error message to handle certain errors after the Microsoft Money 2007 release.

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To take advantage of security improvements, the minimum configuration for Microsoft Money 2007 is Windows XP with Service Pack 2.

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First Interstate Bank has converted from Web Connect (accessing First Interstate Bank’s website to manually download data files into MICROSOFT Money) to Direct Connect. Therefore you will need to create a new Account or new File in MICROSOFT Money to take advantage of the Direct Connect functionality.

When creating a new Microsoft Money file or account– Microsoft Money will automatically request an updated list of all Financial institutions when setting up your accounts for online updates. Your financial institution should appear in the Select your bank or brokerage screen list (although the name of the Institution may not have changed) – select it and continue with the account set up process to enable direct connect functionality with your institution.

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