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#3
11-14-2004, 04:37 AM
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 Re: using money with bank of america Can you clarify the difficulties that BofA is having with Money 2005. I have been using Money for many years with Bank of America. The OFX updates worked well. I cant figure out how to convert my BofA accounts to the 2005 system. When I attempt to convert, I get an additonal BofA account. I cant figure out how to merge it with the original account, and the balance is way off. Part of the problem is duplicate entries. This is the worst update ever. "Art McClinton" wrote: - quote - > With Money 2003 the only way you can sync with Bank of America is > manual. Thus once you have logged into the B0A site you may download > OFX files that you then merge into your files on Money 2003. I used > this process for many years with multiple versions of Money including > 2003 Delux. > Money 2005 has added a product called Yodlee to perform background > automatic updates. BoA is one that currently is experiencing > difficulties so I have reverted to the manual OFX downloads to keep my > current copy of Money 2005 upto date. > If you need further steps on this let me know and I will send more > detailed instructions. > Art McClinton > First Inital Lastname at COX dot net > "k2stew" <k2stew[at]discussions.microsoft.com> wrote in message > news:2D6E0209-FEBD-422C-8570-CB8C193A7987[at]microsoft.com... > > i am brand new to using money and i have the 2003 deluxe version. i can go > > online and sign into bank of america and see all of my accounts that way, > > but > > i know that money has a way of synching with bofa. i have two credit cards > > and two checking accounts and a savings account that i would like to have > > real time balances and transaction on. could someone please reply with the > > steps to setting this up. thank you |
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#2
11-14-2004, 04:29 AM
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| Re: using money with bank of america "Art McClinton" wrote: - quote - > With Money 2003 the only way you can sync with Bank of America is > manual. Thus once you have logged into the B0A site you may download > OFX files that you then merge into your files on Money 2003. I used > this process for many years with multiple versions of Money including > 2003 Delux. > Money 2005 has added a product called Yodlee to perform background > automatic updates. BoA is one that currently is experiencing > difficulties so I have reverted to the manual OFX downloads to keep my > current copy of Money 2005 upto date. > If you need further steps on this let me know and I will send more > detailed instructions. > Art McClinton > First Inital Lastname at COX dot net > "k2stew" <k2stew[at]discussions.microsoft.com> wrote in message > news:2D6E0209-FEBD-422C-8570-CB8C193A7987[at]microsoft.com... > > i am brand new to using money and i have the 2003 deluxe version. i can go > > online and sign into bank of america and see all of my accounts that way, > > but > > i know that money has a way of synching with bofa. i have two credit cards > > and two checking accounts and a savings account that i would like to have > > real time balances and transaction on. could someone please reply with the > > steps to setting this up. thank you |
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#1
11-13-2004, 01:46 AM
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| Re: using money with bank of america With Money 2003 the only way you can sync with Bank of America is manual. Thus once you have logged into the B0A site you may download OFX files that you then merge into your files on Money 2003. I used this process for many years with multiple versions of Money including 2003 Delux. Money 2005 has added a product called Yodlee to perform background automatic updates. BoA is one that currently is experiencing difficulties so I have reverted to the manual OFX downloads to keep my current copy of Money 2005 upto date. If you need further steps on this let me know and I will send more detailed instructions. Art McClinton First Inital Lastname at COX dot net "k2stew" <k2stew[at]discussions.microsoft.com> wrote in message news:2D6E0209-FEBD-422C-8570-CB8C193A7987[at]microsoft.com... - quote - > i am brand new to using money and i have the 2003 deluxe version. i can go > online and sign into bank of america and see all of my accounts that way, > but > i know that money has a way of synching with bofa. i have two credit cards > and two checking accounts and a savings account that i would like to have > real time balances and transaction on. could someone please reply with the > steps to setting this up. thank you |
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11-10-2004, 11:21 PM
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| Re: using money with bank of america read my posting from yesterday regarding BofA, Yodlee and Money. "k2stew" <k2stew[at]discussions.microsoft.com> wrote in message news:2D6E0209-FEBD-422C-8570-CB8C193A7987[at]microsoft.com... - quote - > i am brand new to using money and i have the 2003 deluxe version. i can go > online and sign into bank of america and see all of my accounts that way, > but > i know that money has a way of synching with bofa. i have two credit cards > and two checking accounts and a savings account that i would like to have > real time balances and transaction on. could someone please reply with the > steps to setting this up. thank you |
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#-1
11-10-2004, 05:58 PM
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| using money with bank of america i am brand new to using money and i have the 2003 deluxe version. i can go online and sign into bank of america and see all of my accounts that way, but i know that money has a way of synching with bofa. i have two credit cards and two checking accounts and a savings account that i would like to have real time balances and transaction on. could someone please reply with the steps to setting this up. thank you |
| Tags |
| america, bank, money |
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