I ditched 2005 because of the Yodlee stuff. None of my major accounts are
dependent on it, anyway. In fact, I selected my banking providers based on
their support of direct banking with Money.

That said, if you're willing to forego the Passport/Yodlee parts of M05,
it's a decent product. Some of your other bank/credit card providers may
support direct statements, so you can still use those. I believe BofA
supports download web statements as a way to automate data entry. It's not
direct, but it dramatically reduces manual data entry.

If you do adopt it, go through the tutorials. They're actually helpful at a
basic level.
--
Chris Cowles,
Gainesville, FL

"phxchris" <phxchris[at]discussions.microsoft.com> wrote in message
news:06D329CC-57DA-4922-9840-A3A701D9F540[at]microsoft.com...
- quote -

I personally enter all my transactions manually in Money and then let
its download feature match the transactions so that I know what's
cleared and what hasn't. I've had some credit card fraud and so like
to know that my understanding of my account is the same as the bank's.
Doing this manually is a pain in the ass.

Having said that, I wouldn't be looking at these groups if I wasn't
having a problem with Money 2005. I get duplicate transactions and
right now it's not downloading any new transactions at all. When they
finally get it right it will be wonderful and much easier for most
"normal" people that don't want to attach themselves to their computers
for hours on end manually entering data.

Why take your car in for an oil change when it's easy to learn how to
do it yourself and spend a few hours on the weekend doing it?

This was a long but good thread. At least I now know why I can not set up my
BofA accounts in Money 2005. Can someone give me the import 101 lesson on how
to set up my accounts (first time!) while BofA, yodlee & MS are working this
out?

Thanks!

"Drew Zerdecki" wrote:

- quote -

I think you make a very rash assumption that the feature has any purpose
besides moving copies of software off the store shelves.

"whiskey_md" <whiskeymd[at]discussions.microsoft.com> wrote in message
news:9B12ECE7-99BC-4417-A14A-D8CAEB036B71[at]microsoft.com...
- quote -

In microsoft.public.money, whiskey_md wrote:

- quote -

There is currently a problem with BofA California accesses, so it
was removed. I assume that was temporary.

Gentlemen, (I'm assuming), obviously my sarcasm was misunderstood on the CPA
crack, my concern is that it seems that the system should work as intended
just fine if there was recognition by the server that the information is
taken from that Money, or Yodlee require the data to be in the OFX format and
not the .QIF format. The sooner this is resolved on the Bank of America (WA,
CA, Id, etc.) system, the sooner, this application will be useful as
advertised, automatic updates are a feature that is not necessary, this I
know, and as such am not using yet, but it is a feature intended to work
properly and isn't able to as it is receiving a incorrectly formatted file.

- quote -

that's great. My impression is that this does not happen for many of those who
want it to. I also suspect that some of the downloaders may not be quite sure
what to do with the information after they have downloaded it. JMHO. Steve

In microsoft.public.money, SJCOHEN730 wrote:

- quote -

I am not a BofA customer, but I sure like downloading transactions.

- quote -

I am a BOA customer who uses my bank information extensively but enters it
manually and checks it against the bank web site or phone link daily. I'm not a
CPA but I do have a good financial sense of what I do. You are beating a dead
horse if you think BOA or Microsoft is going to tailor this $25 product to the
way YOU want it to be. It is up to you to do the things and, YES, you need an
understanding to set-up a cash on hand account to link transfers from your
checking account (ATM's) or credit card account to link payments as well as
charge expenses. If you don't understand all this, then it just doesn't pay to
use Money as a financial program. Go to your BOA site and look at your in's and
out's online. That's all these downloads accomplish anyway. JMHO. Steve

There is nothing about entering the data that's hard or requires you to be a
certified accountant. Typing skill does help. It's what happens next that
takes some understanding. At best, downloaded data just fills in some blanks
for you.

"whiskey_md" <whiskey_md[at]discussions.microsoft.com> wrote in message
news:0F9B8C6A-F511-407A-AC62-70638176B393[at]microsoft.com...
- quote -

I understand your opinion, but many Money customers would like to not have to
be certified accountants to be able to manage there money, and are looking
for the easy way to track there funds. Many B of A customers have been
waiting for online integration with this bank's systems in all the separate
banking systems per state, and I know here in Washington it was only recently
that this was made possible, but it appears that bank Of America has only
made this online feature quicken friendly. While I have been able to log in
and successfully set up Money 2005 trial version with my B of A (Washington)
account, I am however not sure the program is querying for the correct format
of information, or Bank of America Washington in not allowing the online
method download the correct file format automatically. Playing around I know
that when you export the account information in the OFX format, it is
properly imported into Money, and when trying to use the QIF format it gives
me in the payee field just "purchaser 0099080808etc." instead of showing
"netflix..." (The OFX format shows "Netflix..." correctly). What it seems is
that the online feature offered to Washington account holders is only QIF,
there should be a choice that either in money tells money the info is in QIF
and needs to be converted by money to OFX or at the B of A end that alerts
there system that any online info requested is to be provided in the OFX
format. Thankfully you can choose a default method for downloading of files
for later import to Money of the OFX format, but why can't there be the one
step further creating smoother ease of use?
"SJCOHEN730" wrote:

- quote -

After again reading all the stuff below I say the following: Why go through all
this download stuff when you can so easily enter the data manually and THEN use
Money to HELP you manage your personal finance? The technology to allow each
computer and each person to do their financial business in a consistant way is
JUST NOT AVAILABLE YET. Recongnize what IS available and WHAT can be done
reasonably NOW in Money. I keep thinking that half the people who use Money and
want to download everything have absolutely no clue as to WHY they are doing
it. JMHO. Steve



- quote -

Actually, for the record,I was referring only toBOA checking account
transactions themselves, not to the credit cards. But there appear to be
many banks and creditd cards that do not make themselves available to MM05.
With the credit cards, you may be dealing with the VISA and Mastercard
companies who co brand the card with the name of a company such as Charles
Schwab, or United Airlines, so you have to be careful where you direct the
criticism as to availability for downloading the credit transactions. Go
and simply locate your credit card info online, and see if you can address
the transactions. Then see if you can use the info and experienceto
configure MM05--Good luck. Some sites allow you download the QIF files form
their site only. Others seem to allow MMo5 to handle the details. You would
think that the process would look the same to the host credit card site or
bank site, but that is not my experience.

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:%23VOPwyW6EHA.3708[at]TK2MSFTNGP14.phx.gbl...
- quote -

When I try to set up online services with Bank of America (Washington), I get
an message box saying it couldn't set it up. The Call Summary page simply
says there was an error with no more detail. How do I find out what the
error was and how to fix it?

Thanks,
David

"Sleestak" wrote:

- quote -

And why would you think this?????

"shokat" <shokat[at]discussions.microsoft.com> wrote in message
news:053C0F56-C5E3-4D59-BEB7-B8117C860394[at]microsoft.com...
- quote -

I have a BOA CA credit card account. Are you guys saying that I have to
download it manually from their site? Why is this? You would think that being
a rather large bank they would be compatible with money. ?????

"w_oppenheim" wrote:

- quote -

When they get it working you will probably have to set up a new link to
avoid any problems with the present. That is you will create a new
account and say not to use the same connection as the last one and
re-enter the account infomration. Until then you can use the OFX
download from BoA site manually.

Art

Drew Zerdecki wrote:
- quote -

Art,

I have the same darn problem: the auto updates don't have the latest
transactions...e.g. mine were off by 6 days today.

Praveen

"Art McClinton" wrote:

- quote -

Not with a California account. You have to go to the BOA site, then
download your information via a qif file or other standardized file. You
cannot automatically have the msmoney program do it for you.


"Drew Zerdecki" <zerdecki[at]hotmail.com> wrote in message
news:urmdndo7jZYcZlTcRVn-2A[at]giganews.com...
- quote -

I am in Texas. Ill check if there is a special one for TX, but if not
Ill wait for the all except... to begin working again. You all do
think I need to create a new account though and not just change account
settings on my present BoA account in money?

Art McClinton wrote:
- quote -