Drew’s Daily Deliberations

There is an incompatibility between Vista and Microsoft Money 2007. The issue centers around difficulty being able to sign into a Live account in Money. In the past, I had just worked around it by working offline. However, a recent search turned up a fix that has worked for me. It appears some of Vista’s security settings are too tight for Money to connect to its servers. The fix is documented in MS KB 891338, with the portion that worked for me copied below. It looks like a lot, but it is really only a couple of changes that are required.

Method 9: Turn off Extended Protect Mode and the Phishing filter in Internet Explorer 7 on Windows Vista

Warning: This workaround may make a computer or a network more vulnerable to attack by malicious users or by malicious software such as viruses. We do not recommend this workaround but are providing this information so that you can implement this workaround at your own discretion. Use this workaround at your own risk.

Step 1: Change Internet Explorer 7 security settings

1. Start Internet Explorer 7.
2. On the Tools menu, click Internet Options.
3. Click the Security tab, and then click to clear the Enable Protected Mode check box.
4. Click the Advanced tab, and then click Disable Phishing Filter under Phishing Filter.
5. On the Advance tab, click to select the Use SSL 2.0 check box.
6. Click to select the Use SSL 3.0 check box, and then click to select the Use TLS 1.0 check box.
7. Exit Internet Explorer 7.

Step 2: Add Money to local firewall settings

If you are using a third-party firewall program, see the documentation that is provided for this firewall program to add Money to the exception list.

For Windows Firewall, follow these steps:

1. Click Start, type Windows Firewall in the Start Search box, and then click Windows Firewall in the Programs list.
2. In the navigation pane in Windows Firewall, click Allow a program through Windows Firewall. If you are prompted for an administrator password or for a confirmation, type the password, or click Continue.
3. In the Windows Firewall Settings dialog box, in the Exception list, in the Program or port column, select Microsoft Money.
4. Click OK.
5. Close Windows Firewall.
6. Restart the computer.

Step 3: Verify that you can log on by using Windows Live ID credentials in Money

If you can log on in to Windows Live ID by using your credentials in Money, you can add msn.com, live.com, passport.net, passport.com and money:// to the Trusted Sites list in Internet Explorer 7, and then follow the steps in the “Step 4: Restore Internet Explorer 7 security settings” section to restore Internet security settings.

To start Internet Explorer 7 and open Internet Options, follow these steps:

1. Start Internet Explorer 7.
2. On the Tools menu, click Internet Options, and then click the Security tab.
3. In the Select a zone or change security settings box, click Trusted sites.
4. Under Trusted sites, click Sites.

To add sites to the Trusted Sites list, follow these steps:

1. Click to clear the Require server verification (https:) for all sites in this zone check box.
2. In the Add this website to the zone box, type live.com, and then click Add.
3. In the Add this website to the zone box, type msn.com, and then click Add.
4. In the Add this website to the zone box, type passport.com, and then click Add.
5. In the Add this website to the zone box, type passport.net, and then click Add.
6. In the Add this website to the zone box, type money://, and then click Add.
7. Click Close, and then click OK.

If you cannot resolve the issue, follow Step 4 to restore Internet security settings, and then try other method suggested by Microsoft.

Step 4: Restore Internet Explorer 7 security settings

1. Start Internet Explorer 7.
2. On the Tools menu, click Internet Options.
3. Click the Security tab, and then click to select the Enable Protected Mode check box.
4. Click the Advanced tab, and then Turn on automatic website checking under Phishing Filter.
5. Exit Internet Explorer 7.

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