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#15
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| 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$cg1.67740[at]bgtnsc04-news.ops.worldnet.att.net... > > <I was using the electronic > > > access numbers that Money allows and in fact demands. > > > Where are these electronic access numbers. All I can find (Money 2004) > > are > > my ATM card # and pin. > > > Richard Smith > > |
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#14
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| Thew issue was with BAISI. They changed the access PIN. The first rep said they did not support M06, but he was wrong. I had it working with M06 before I began getting the messages. Once they rest the PIN to the new default, all was immediately well. The 2nd rep didn't punt but trtacked down the issue. He knew that some of the PIN had been superceded. "woppenhe" <woppenhe[at]ucla.edu> wrote in message news:ePvd3GykFHA.3576[at]TK2MSFTNGP10.phx.gbl... - quote - > I was taling about BAISI, which requires a numberic PIN or password in > Money > However, on their website, you can use a non numeric pw or even a mixed > alphabet and numeral password. > Currently I cannot get their downloads via Money becase of a pw denial > issue. > "Christine Allison" <christinea[at]att.net> wrote in message > news:2fPFe.496462$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 > > |
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#13
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| 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 |
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#12
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| 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. ![]() |
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#11
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| 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
The problems with both financial entities are probably similar. I've spent close> 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 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. |
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#10
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| 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 |
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#9
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| 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 |
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#8
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| 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 |
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#7
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| <I was using the electronic - quote - > access numbers that Money allows and in fact demands.
my ATM card # and pin.Where are these electronic access numbers. All I can find (Money 2004) are Richard Smith |
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#6
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| 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 |
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#5
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| 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 |
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#4
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| 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 |
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#3
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| 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 |
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#2
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| 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 |
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#1
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| 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 |
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| 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 |
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#-1
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| 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 |
| Tags |
| america, bank, downloads |
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