All about the MSN Money app

If you’re having issues with the Money app, you’ve come to the right place.

There are a few simple things that you can do to resolve most issues with MSN apps.

First, be sure that you have a connection to the internet. If you are on a mobile device and away from Wi-Fi hotspots, be sure that you have allowed the device to use your cellular service.

Next, be sure that you are signed in with your Microsoft account and that you are using the same Microsoft account on devices that you want to share information.

Launch the app and use it for a while before checking to see if the live tile updates. If you are using the app for the first time, it may download updates and some features may respond slower than expected.

If you see a specific error message, send feedback from within the app and include the error message in your feedback.

Stock information

For the Windows app:

Swipe left from the right of the screen or, if you’re using a mouse, move your cursor to the lower-right corner of the screen, and then select Settings.

In Settings, select Options and choose the region for the stock market you would like to be your default exchange from the drop-down.

Close the app by swiping down with your finger from the top of the screen to the bottom. On the Start screen, tap or select the Money tile to re-open with a different location.

For the Windows Phone app:

Tap from any screen.

Select the country and language combination for the edition of the app.

Tap or select Search Quotes on any page.

A search bar will appear on the right of the screen. Enter your query in the box to search.

Swipe down from the top of the screen or right-click with your mouse, then tap or select the Watchlist button.

Select the tile with the + symbol.

Search for a stock/fund/ETF/index using its ticker or company name and select the entry from the list.

The stock/fund/ETF/index has now been added to your Watchlist. You can see details including price, recent news and financial statements by tapping or selecting the item in your Watchlist.

For the Windows app:

Drag and drop the watchlist items to arrange them in your desired order.

Swipe down from the top of the screen or right-click with your mouse, then tap or select the Watchlist button.

Swipe across a stock listing to select it, and then tap the option you want at the bottom of the screen. If you’re using a mouse, right-click the listing.

To reorder more than one item in the watchlist, select the items and use the options in the bottom of the screen: Tap or select Move up, Move down, or Remove.

For the Windows Phone app:

From the Watchlist page, tap the rearrange icon.

Tap and hold the tile for the item you want to move around.

Drag the item to the location where you want it.

Swipe down from the top of the screen or right-click with your mouse, then tap or select the Watchlist button.

Tap or select the tile with the + symbol.

Search for a stock/fund/ETF/index using its ticker or company name and select the entry from the list. You can identify the exchange name along with the ticker and company name.

You can distinguish the international stocks by the exchange short name on the tiles in your Watchlist.

To see a list of the supported exchanges in MSN Money, please see «Which stock exchange data is available in the app?».

For the Windows app:

Swipe down from the top of the screen, or right-click with your mouse. Tap or select the Market button and scroll to the right to World Markets.

Tap or select World Markets to see other international market indices.

Select an index will take you to a page with more detailed information.

For the Windows Phone app:

Swipe to the more section of the app and tap the World Markets tile.

Swipe down from the top of the screen or right-click with your mouse, then tap or select the Watchlist button.

Swipe across a stock listing to select it. At the bottom of the page, a menu will appear. If you’re using a mouse, right-select the stock to see the menu.

At the bottom of the screen, tap or selectPin to Start.

Once a stock listing is pinned to the Start screen, you’ll be able to get the company stock quote and related news from sources across the web.

For the Windows app:

Swipe left from the right edge of the screen and then tap or select Search.

Enter the full name or ticker symbol for a stock, fund or ETF and select the matching entry from the list.

The stock page will open. Scroll to the right to view news, financials, and other information about the company.

For the Windows Phone app:

Tap and hold any item that you would like to pin.

If the item can be pinned, a menu will drop down with an option to pin to start.

Some items will have an option to pin to start at the bottom of the screen.

Swipe down from the top of the screen or right-click with your mouse, then tap or select the Watchlist button.

To change the way the Watchlist is displayed, swipe down from the top of the screen or right-click with your mouse. At the bottom of the screen, tap or select List View or Grid View.

In List View, tapping or selecting the column headers will sort the stocks according to the values you choose. Tap or select the column header again to reverse the order.

In Grid View, swipe down from the top of the screen or right-click with your mouse then tap or select Sort and select your preferred criteria.

The MSN Money app provides unique content for people in different markets around the world. You can change your market settings within the app.

Quotes are real-time for all trades executed on the BATS exchange. If not traded on the BATS, quotes will appear delayed from the primary listing exchange. Delay information for different exchanges can be found in the Disclaimer page. To see this information, swipe left from the right of your screen, then tap or select Settings, then About. Tap or select Disclaimer.

We are constantly evaluating our customer needs and expanding real-time coverage as required.

The index page will open. Scroll to the right to see movers, constituents and other information about the index.

Stock prices are displayed along with the trading time information and charts on the stock details page.

Swipe left from the right edge of the screen and tap Settings. If you’re using a mouse, point to the lower-right corner of the screen, move the mouse pointer up, and then select Settings.

Select About, and then tap or select Product Details to see a list of supported stock exchanges. You can view details of stocks/funds/ETFs listed on these exchanges in the app.

For the Windows app:

On the Money home screen, go to the Market section.

The index page will open. Scroll to the right to see movers, constituents and other information about the index.

Swipe down from the top of the screen, or right-click with your mouse. Tap or select the Market button and scroll to the right to World Markets.

In World Markets, you can see other international market indices. Tap or select an index to see the Index Details page.

You can also find major stock markets through the search bar. Start typing in the app to display the search bar and select a search term.

For the Windows Phone app:

In the Money app, swipe to the Market section.

Tap the index that you want to view.

You can also search for additional markets by using the Search icon at the bottom of the screen.

You can add the top five stocks in your Watchlist to the Start screen to see live updates about them.

Swipe down from the top of the screen, or right-click with your mouse. Tap or select the Watchlist button.

Swipe down from the top of the screen, or right-click with your mouse, then tap or select Pin to Start. Enter a name or accept the default name, Watchlist – top 5, for the tile that will be placed on your Start screen.

The top five items in your Watchlist will be pinned as a tile at the end of your Start screen and you can view the updates for these stocks by selecting the tile. You can also change the order of the items in the Watchlist that are displayed in the tile.

In the Windows Phone app just tap at the bottom of any screen to find additional stories or sources.

For the Windows app:

Swipe down from the top of the screen with your finger or right-click with your mouse to open the navigation bar.

Under Featured you’ll find a selection of featured sources of financial news. Tap or select your choice to go straight to content from that source.

If you would like to browse a large list of financial sites around the web, tap or select Best of Web in the navigation bar.

For the Windows app:

Swipe down from the top of the screen. Then tap or select the arrow next to the Market button. From the available subcategories, tap or select Market Movers.

For the Windows Phone app:

In the phone app, swipe to the more section of the app and tap the World Markets tile.

Tap the tile for any market, then swipe to the movers section.

On the Today page, go to the My Money cluster next to the Watchlist.

Tap or select the + icon to go to the Add an account page.

Choose your online broker by slecting the corresponding tile to go to its sign-in screen.

Enter your sign-in info and tap or select the Done button at the bottom.

If authentication happens successfully, you’ll see the Select Accounts screen, where you can select accounts to add to My Money. By default, all your accounts will be selected.

If you’re adding an account for the first time, you’ll be asked to create a one-time 4-digit PIN to help secure your personal data on the device.

Create your PIN, then tap or select the Done button at the bottom.

The brokerage account(s) will be added to the My Money cluster. You can tap or select the tile to view details including account balances, positions, transactions, etc.

For the Windows app:

Tap or select any brokerage tile from the My Money cluster on the Today page to go to its details page.

Swipe down from the top of the screen or up from the bottom to bring up a menu. If you’re using a mouse, right-click anywhere on the page to see the menu.

On the bottom menu, tap or select Pin to Start.

You can choose to edit the name that appears on the pinned tile.

Tap or select Pin to Start.

You’ve successfully pinned your favorite broker to Start. Tap or select that tile for easy access to your favorite broker’s details page.

For the Windows Phone app:

Tap and hold any item that you would like to pin.

If the item can be pinned, a menu will drop down with an option to pin to start.

Some items will have an option to pin to start at the bottom of the screen.

We’re committed to help keep your data safe and secure.

All communication with your online brokerage happens over advanced Secure Socket Layers (SSL) to help assure maximum safety.

A 4-digit PIN set by you helps keep your account data secure.

The PIN helps to encrypt your data, maintain your privacy, and it can also help protect your data in case your device is stolen.

The PIN is applicable to this device only.

We don’t store your personal data on our servers.

The permission level on your data is read-only and no one can trade, withdraw, or move your money.

We use Windows-recommended Data Protection API (DPAPI) to help safeguard your financial information and help prevent unauthorized access.

In the Windows Phone app, swipe to the more section of the app and tap the Currencies tile.

For the Windows app:

Swipe down from the top of the screen. Then tap or select the arrow next to the Market button. From the available subcategories, tap or select Currencies.

Tap or select the currency rates tiles to view the exchange rates of the world’s top currencies. A currency converter tool is also available on this page.

Tap or select any brokerage tile from the My Money cluster on the Today page to go to the brokerage’s details page.

On the details page, you’ll see the following features:

The left-hand side panel gives an account summary of all accounts that you have added from a particular broker. Tap or select any account or the + icon to view details.

The Positions section gives a detailed view of your portfolio’s market price and market value.

Portfolio mix gives an overall composition of your portfolio and how it is divided among the securities you own.

The Movers section shows the top gainers and losers in your portfolio to help you gauge the movement of your securities.

Transactions section shows the transactions you have made in this account in the past year.

The More section helps you engage more with your broker’s website so you can make trades or learn more about products by going to the broker’s education center.

If you’ve just installed and launched your app for the first time and you don’t see the Financial Institution logos, just close and re-launch your app and you should see them.

Bing Finance is now called ‘MSN Money’. To find it, search for Money in your app list.

My Finance has been rebranded to ‘My Money’. You can now find all of your pre-configured accounts in to the My Money section.

You may need to launch the app to trigger the live tile updates. When you’ve just updated or installed your app, it can take a few seconds for the live tile to work.

If it doesn’t update, please submit feedback from within the app settings menu.

If you have tried the 3 basic steps at the top of this article and still have this problem, please provide feedback from within the app and provide as much detail as you can.

If you made a change to your Watchlist and it didn’t get saved, make sure that the system time on all of your devices is correct.

Make sure that the system time on all of your devices is correct

Be sure that the account you’re trying to add is a US based account
If it is a US based account, you may want to try again at a later time

If you’re unable to link your account after several attempts, please provide feedback from within the app and provide as much detail as you can

If the data that you see doesn’t match what is on the Financial Institution website, this might be because your portfolio information may not update in real-time.

Check if the system time on your device is correct

Please try again in a few hours or the next day

If you’re unable to see your latest data, please provide feedback from within the app and provide as much detail as you can or visit the Microsoft Communities site for more help.

For the Windows app:

On the home page, swipe to the right to see the Tools section.

Tap or select individual tiles to use the various personal finance tools.

For the Windows Phone app:

Swipe to the more section of the app.

Send ideas for improving the app

We would love to hear from you! Send your thoughts, comments, and other feedback from within the app.

If you’re using Windows: From the app’s homepage, scroll all the way to the right until you see the Next Steps section. Tap or select Send Feedback.

If you’re using Windows Phone: Tap the button and then tap send feedback.