No. The following procedure applies only to Direct Statements (A Direct Financial Service that allows you to download online statements directly and securely from your financial institution, and depending on your financial institution, transfer money electronically between accounts.) and Direct Bill Payment (A Direct Financial Service that allows you to pay bills electronically, which can be used with any checking account in the U.S. After you set up Direct Bill Payment at your financial institution, you can have money electronically debited from your account and your financial institution will send that money to your designated payee.). For these Direct Financial Services (Services provided by your financial institution that allow you to do common banking tasks from your computer via a direct connection with the financial institutionÆs computer.), Money displays a list of the transactions it plans to send on your next Direct Financial Services call. If you use Web Financial Services (The ability to do common banking tasks from your computer on a Web site provided by your financial institution.), you need to remember the transactions you want to enter when you log on to your financial institutionÆs Web site.

If you donÆt see this list box, it means that this financial institution is only set up for Web Financial Services. It must be set up for Direct Financial Services in order to create Epays. If there are no items in the list box, then no transactions are ready to send. Make sure you are in the Online area for the correct financial institution and that you have created the Epay correctly.

If you use only Direct Statements or Direct Bill Payment, the button will say either Get Statements or Send Payments respectively. If you use both services but have a different provider for each one, you will have both of these buttons. Click the button that corresponds to the service you want to use.

A call summary is saved as a text file. To read a call summary you've saved, you will need to open it in a word processing program like Microsoft Notepad or Microsoft Word. In the Open dialog box of the word processing application, select All Files from the Files of Type drop-down list. Go to the location where you saved the call summary, select your file, and then click Open.

Right-click an instruction to see a menu of options, including Don't Send On Next Call, which lets you exclude an instruction from the list. When you're ready to send the transaction, right-click the transaction and click Send On Next Call. This is reset after each call.

For questions about connecting online, contact your bank or financial institution. You can find the Customer Service number on the Contact Information tab.