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  #15  
Old 08-10-2005, 02:32 PM
woppenhe
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Posts: n/a
Default Re: Bank of America downloads

This was eventually resoved. Without telling me, they changed the
electronic access PIN. On the first call they had told me that I had the
correct numbers and that they simply did not support MM6.0, but a week later
they gave me a new PIN (Default PIN) that worked. They apoligized for the
misinformation, and said that several access numbers had been changed. Only
took three weeks to track down and resolve.


"woppenhe" <woppenhe[at]ucla.edu> wrote in message
news:ePvd3GykFHA.3576[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I was taling about BAISI, which requires a numberic PIN or password in
> Money
> However, on their website, you can use a non numeric pw or even a mixed
> alphabet and numeral password.
> Currently I cannot get their downloads via Money becase of a pw denial
> issue.
> "Christine Allison" <christinea[at]att.net> wrote in message
> news:2fPFe.496462$cg1.67740[at]bgtnsc04-news.ops.worldnet.att.net...
> > <I was using the electronic
> > > access numbers that Money allows and in fact demands. > > > Where are these electronic access numbers. All I can find (Money 2004)

> > are
> > my ATM card # and pin.
> > > Richard Smith

> >


  #14  
Old 08-04-2005, 05:23 AM
woppenhe
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Posts: n/a
Default Re: Bank of America Investment Services downloads

Thew issue was with BAISI. They changed the access PIN. The first rep said
they did not support M06, but he was wrong. I had it working with M06
before I began getting the messages. Once they rest the PIN to the new
default, all was immediately well. The 2nd rep didn't punt but trtacked down
the issue. He knew that some of the PIN had been superceded.

"woppenhe" <woppenhe[at]ucla.edu> wrote in message
news:ePvd3GykFHA.3576[at]TK2MSFTNGP10.phx.gbl...
- quote -

> I was taling about BAISI, which requires a numberic PIN or password in
> Money
> However, on their website, you can use a non numeric pw or even a mixed
> alphabet and numeral password.
> Currently I cannot get their downloads via Money becase of a pw denial
> issue.
> "Christine Allison" <christinea[at]att.net> wrote in message
> news:2fPFe.496462$cg1.67740[at]bgtnsc04-news.ops.worldnet.att.net...
> > <I was using the electronic
> > > access numbers that Money allows and in fact demands. > > > Where are these electronic access numbers. All I can find (Money 2004)

> > are
> > my ATM card # and pin.
> > > Richard Smith

> >


  #13  
Old 07-31-2005, 02:15 AM
Steve
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Posts: n/a
Default Re: Bank of America downloads

Alan, it amazes me that you would spend 4 hours on the phone with BOA
and Microsoft trying to get an integrated Money to work with Bank of
America. Bottom line is that the technology isn't perfected enough yet
and BOA has had lots to do with the integration with Fleet. Realize
that there are not THAT many BOA customers who can't wait for Money to
work. I'm one of them who does the stuff manually by entering twice. No
big deal. How much will I be willing to pay BOA when they get their act
together and can really work with Money in a integrated way? I don't
know, but I'm sure we are at least a year away. Steve

  #12  
Old 07-31-2005, 01:57 AM
Alan Boritz
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Default Re: Bank of America downloads

On Sat, 30 Jul 2005 21:54:45 -0400, Alan Boritrz <aboritzNOSPAM[at]cybernex.netlwrote:...

Geez, they got me so upset I misspelled my own name.
  #11  
Old 07-31-2005, 01:54 AM
Alan Boritrz
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Posts: n/a
Default Re: Bank of America downloads

On 27 Jul 2005 09:20:35 -0700, johnbusc[at]hotmail.com wrote:

- quote -

> Are you referring to Bank of America (BOA) or Banc of America
> Investment Services (BAISI)? Each of these requires a separate online
> setup within Money and offer neither common nor similar capabilities
> (for obvious reasons - one's a bank, the other a brokerage).
> Many of the recent posts regarding BOA deal with the recent integration
> of Fleet customers into the BOA Online Banking system.
> These should not be confused with any problems encountered with Money's
> online services with BAISI.
> JB
> woppenhe wrote:
> > My system was working up to yesterday, and without changing anything, it now
> > complains that my ID or password is incorrect. I was using the electronic
> > access numbers that Money allows and in fact demands. Money does not allow
> > for a non- numberic password for this Investment Brorkerage. But now none
> > of my user ID info is passing the password screen at Bank of America. I
> > called them. as instructed, and they stated that they do not currently
> > support Money v 6.0, so they are unable to help. He did say that I was
> > entering the correct information. It is very confusing having one set of ID
> > info for money and another when directly accessing their website. Schwab
> > seems to implement this much better than BOA. Just a heads up for those in
> > the same situation


The problems with both financial entities are probably similar. I've spent close
to 4 hours on the phone with BOA and Microsoft troubleshooting this problem.
BOA's Microsoft Money "specialist" immediately blamed it on Microsoft and sent
me to Microsoft support to get it resolved. After 2-1/2 hours on the phone with
Microsoft, the conclusion was that BOA requires Money customers to pay for the
service, and has to issue a special user id and password (not your ATM card) and
enroll you for the service. The Microsoft support person also added that BOA has
deliberately NOT been telling customers this little detail.

It's been difficult getting any answers from BOA, since their phone system was
hanging up on online service support callers this morning (wait 15 minutes on
hold, then recording says the party didn't answer, and hangs up). Typical wait
times are now between 20 and 30 minutes.

I tried asking BOA again about the download problem (after finishing with
Microsoft) and was told that I'd have to pay for direct download service or
manually download (and save) the activity and then import the file manually. I
asked more than once why BOA's own help page was directing NJ & NY customers to
instructions that don't work (http://www.bankofamerica.com/microsoft/money) and
she wouldn't answer me. Before I knew it, BOA had consumed my whole day, and
left me with a non-functioning Money download setup for all Fleet accounts.

BTW, the manual import routine doesn't work, either, since I've now downloaded
the same transactions into one Fleet account four times. The obvious solution is
for BOA to create a Money online account setup for web statements (which is
exactly what Fleet used to use, and is exactly the same as the Money 2004 sample
that comes with the program). But BOA is instead ping-ponging NJ & NY customers
between Microsoft and themselves, and flatly refusing to make it work.

Telling the online support people that you'll take your business elsewhere
appears to be pointless, since they really seem to want to harass NY and NJ
customers until they leave. They've already closed Fleet branches in northern
NJ, and are extremely uncooperative on the phone.
  #10  
Old 07-28-2005, 03:09 AM
woppenhe
Guest
 
Posts: n/a
Default Re: Bank of America downloads

I was taling about BAISI, which requires a numberic PIN or password in Money
However, on their website, you can use a non numeric pw or even a mixed
alphabet and numeral password.
Currently I cannot get their downloads via Money becase of a pw denial
issue.

"Christine Allison" <christinea[at]att.net> wrote in message
news:2fPFe.496462$cg1.67740[at]bgtnsc04-news.ops.worldnet.att.net...
- quote -

> <I was using the electronic
> > access numbers that Money allows and in fact demands. > Where are these electronic access numbers. All I can find (Money 2004)

> are
> my ATM card # and pin.
> Richard Smith



  #9  
Old 07-28-2005, 03:06 AM
woppenhe
Guest
 
Posts: n/a
Default Re: Bank of America downloads

I was referring to BAISI.

<johnbusc[at]hotmail.com> wrote in message
news:1122481235.261978.153620[at]g14g2000cwa.googlegroups.com...
- quote -

> Are you referring to Bank of America (BOA) or Banc of America
> Investment Services (BAISI)? Each of these requires a separate online
> setup within Money and offer neither common nor similar capabilities
> (for obvious reasons - one's a bank, the other a brokerage).
> Many of the recent posts regarding BOA deal with the recent integration
> of Fleet customers into the BOA Online Banking system.
> These should not be confused with any problems encountered with Money's
> online services with BAISI.
> JB
> woppenhe wrote:
> > My system was working up to yesterday, and without changing anything, it
> > now
> > complains that my ID or password is incorrect. I was using the
> > electronic
> > access numbers that Money allows and in fact demands. Money does not
> > allow
> > for a non- numberic password for this Investment Brorkerage. But now
> > none
> > of my user ID info is passing the password screen at Bank of America. I
> > called them. as instructed, and they stated that they do not currently
> > support Money v 6.0, so they are unable to help. He did say that I was
> > entering the correct information. It is very confusing having one set of
> > ID
> > info for money and another when directly accessing their website.
> > Schwab
> > seems to implement this much better than BOA. Just a heads up for those
> > in
> > the same situation



  #8  
Old 07-27-2005, 05:12 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Bank of America downloads

Dave,

I was responding to the post from "woppenhe". I can't shed any light
on your particular problem at this point. Best of luck, though!

Regards,
JB

  #7  
Old 07-27-2005, 05:11 PM
Christine Allison
Guest
 
Posts: n/a
Default Re: Bank of America downloads

<I was using the electronic
- quote -

> access numbers that Money allows and in fact demands.
Where are these electronic access numbers. All I can find (Money 2004) are
my ATM card # and pin.

Richard Smith


  #6  
Old 07-27-2005, 05:00 PM
Dave M.
Guest
 
Posts: n/a
Default Re: Bank of America downloads

I'm talking only about the Bank, not the Banc. This downloading issue sure
seemed to resonate with others, though!

Dave

"johnbusc[at]hotmail.com" wrote:

- quote -

> Are you referring to Bank of America (BOA) or Banc of America
> Investment Services (BAISI)? Each of these requires a separate online
> setup within Money and offer neither common nor similar capabilities
> (for obvious reasons - one's a bank, the other a brokerage).
> Many of the recent posts regarding BOA deal with the recent integration
> of Fleet customers into the BOA Online Banking system.
> These should not be confused with any problems encountered with Money's
> online services with BAISI.
> JB
> woppenhe wrote:
> > My system was working up to yesterday, and without changing anything, it now
> > complains that my ID or password is incorrect. I was using the electronic
> > access numbers that Money allows and in fact demands. Money does not allow
> > for a non- numberic password for this Investment Brorkerage. But now none
> > of my user ID info is passing the password screen at Bank of America. I
> > called them. as instructed, and they stated that they do not currently
> > support Money v 6.0, so they are unable to help. He did say that I was
> > entering the correct information. It is very confusing having one set of ID
> > info for money and another when directly accessing their website. Schwab
> > seems to implement this much better than BOA. Just a heads up for those in
> > the same situation

  #5  
Old 07-27-2005, 04:20 PM
johnbusc@hotmail.com
Guest
 
Posts: n/a
Default Re: Bank of America downloads

Are you referring to Bank of America (BOA) or Banc of America
Investment Services (BAISI)? Each of these requires a separate online
setup within Money and offer neither common nor similar capabilities
(for obvious reasons - one's a bank, the other a brokerage).

Many of the recent posts regarding BOA deal with the recent integration
of Fleet customers into the BOA Online Banking system.

These should not be confused with any problems encountered with Money's
online services with BAISI.

JB

woppenhe wrote:
- quote -

> My system was working up to yesterday, and without changing anything, it now
> complains that my ID or password is incorrect. I was using the electronic
> access numbers that Money allows and in fact demands. Money does not allow
> for a non- numberic password for this Investment Brorkerage. But now none
> of my user ID info is passing the password screen at Bank of America. I
> called them. as instructed, and they stated that they do not currently
> support Money v 6.0, so they are unable to help. He did say that I was
> entering the correct information. It is very confusing having one set of ID
> info for money and another when directly accessing their website. Schwab
> seems to implement this much better than BOA. Just a heads up for those in
> the same situation


  #4  
Old 07-27-2005, 03:00 PM
woppenhe
Guest
 
Posts: n/a
Default Re: Bank of America downloads


My system was working up to yesterday, and without changing anything, it now
complains that my ID or password is incorrect. I was using the electronic
access numbers that Money allows and in fact demands. Money does not allow
for a non- numberic password for this Investment Brorkerage. But now none
of my user ID info is passing the password screen at Bank of America. I
called them. as instructed, and they stated that they do not currently
support Money v 6.0, so they are unable to help. He did say that I was
entering the correct information. It is very confusing having one set of ID
info for money and another when directly accessing their website. Schwab
seems to implement this much better than BOA. Just a heads up for those in
the same situation


  #3  
Old 07-27-2005, 02:33 PM
Steve
Guest
 
Posts: n/a
Default Re: Bank of America downloads

Folks, I KNOW you guys are very anxious to be able to download
"automatically" from BOA to Money. Problem is that the perfect
integration isn't available yet. If it is not convienient for you to
enter the data twice, once in BOA's system and again manually in Money,
then I'm afraid you will probably spend MORE time just fixing the data
that you get in Money from the download than you would have spent in
the first place just doing it manually. I've been doing it manually
with Fleet for years and expect to have to continue with BOA until the
day I hear from BOA, not MS, that they now fully integrate with Money
2006. I expect that day is a long time away. JMHO. Steve

  #2  
Old 07-27-2005, 01:47 PM
Christine Allison
Guest
 
Posts: n/a
Default Re: Bank of America downloads

I had this problem. I cured it by going to the BOA page which lists the
various statement formats available. I selected the bottom one No
Preference or something like that.

Now statements D/L perfectly. Not the case with bill pay though... cant get
it to work.

Richard Smith

"nobody" <nobody[at]not.com> wrote in message
news:r6MFe.9880$ab2.5974[at]trndny07...
- quote -

> Same problem here, using MSMoney 2002 and transition from Fleet to BofA.
> After downloading and importing I have 100 transactions to "Hardware

Store".
> Seems Money now thinks every use of the ATM card everywhere is for the
> hardware store. I wish I spent that much time there. I used an OFX
> download, maybe I'll try another file format.
> How do we get at the mapping of OFX fields to MSMoney transactions???
> "Dave M." <Dave M.[at]discussions.microsoft.com> wrote in message
> news:549A9097-B35E-402B-A328-579DFAD99DA5[at]microsoft.com...
> > Just migrated to BofA from Fleet and am experiencing real problems with
> > downloaded checking account transactions. It seems that when I download
> > transactions, I get all transactions, including ones previously

> downloaded -
> > and the matches are poor...payees are wrong for Point-of-Sale (ATM card)

> and
> > other purchases. I can live with that...I can't live with 20 downloaded
> > transactions every day, most of which have already been posted and

marked
> as
> > paid in the Money check register. Am I doing something wrong is there a
> > problem here??
> > > Thanks.
> > > Dave



  #1  
Old 07-27-2005, 01:37 PM
nobody
Guest
 
Posts: n/a
Default Re: Bank of America downloads

Same problem here, using MSMoney 2002 and transition from Fleet to BofA.
After downloading and importing I have 100 transactions to "Hardware Store".
Seems Money now thinks every use of the ATM card everywhere is for the
hardware store. I wish I spent that much time there. I used an OFX
download, maybe I'll try another file format.

How do we get at the mapping of OFX fields to MSMoney transactions???


"Dave M." <Dave M.[at]discussions.microsoft.com> wrote in message
news:549A9097-B35E-402B-A328-579DFAD99DA5[at]microsoft.com...
- quote -

> Just migrated to BofA from Fleet and am experiencing real problems with
> downloaded checking account transactions. It seems that when I download
> transactions, I get all transactions, including ones previously

downloaded -
> and the matches are poor...payees are wrong for Point-of-Sale (ATM card)

and
> other purchases. I can live with that...I can't live with 20 downloaded
> transactions every day, most of which have already been posted and marked

as
> paid in the Money check register. Am I doing something wrong is there a
> problem here??
> Thanks.
> Dave



 
Old 07-27-2005, 12:38 PM
Richard
Guest
 
Posts: n/a
Default Re: Bank of America downloads

I had the same problem when I was using Quicken. It was so frustrating
that I just bought Money 2006 yesterday and started over fresh. Is
ttere a FAQ on how Money handles downloads. In particular if I delete
a transaction from the money register and then download a period from
the bank which contained that transaction will Money put it back into
the register or will it remember that it was already downloaded?
Thanks, Richard


On Wed, 27 Jul 2005 05:19:03 -0700, "Dave M." <Dave
M.[at]discussions.microsoft.com> wrote:

- quote -

> Just migrated to BofA from Fleet and am experiencing real problems with
> downloaded checking account transactions. It seems that when I download
> transactions, I get all transactions, including ones previously downloaded -
> and the matches are poor...payees are wrong for Point-of-Sale (ATM card) and
> other purchases. I can live with that...I can't live with 20 downloaded
> transactions every day, most of which have already been posted and marked as
> paid in the Money check register. Am I doing something wrong is there a
> problem here??
> Thanks.
> Dave


  #-1  
Old 07-27-2005, 12:19 PM
Dave M.
Guest
 
Posts: n/a
Default Bank of America downloads

Just migrated to BofA from Fleet and am experiencing real problems with
downloaded checking account transactions. It seems that when I download
transactions, I get all transactions, including ones previously downloaded -
and the matches are poor...payees are wrong for Point-of-Sale (ATM card) and
other purchases. I can live with that...I can't live with 20 downloaded
transactions every day, most of which have already been posted and marked as
paid in the Money check register. Am I doing something wrong is there a
problem here??

Thanks.

Dave
 

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