To finally fix the problem, I deleted all references to Bofa Accounts in my
money file, reset the automatic update, and re-imported the historic data. It
broke a couple of other automatic updates along the way and I had to repeat
the same operations executed on the Bofa account for these other two
accounts. Of course, it also broke all the transactions that were setup as
transfers between those accounts but automatic updates at least work.

Chapter closed for me on this subject (and thanks for the suggestion to try
it in another money file: it convinced me that the pb was with some settings
in the money file I was using).

Finally, I searched in the knowledge base and the support forum regarding a
possible defect in MS Money when:
1. Importing a QIF file
2. Setting online automatic update a posteriori.

But did not find anything. Is anybody aware of such issue?

Thanks.

"Mark" wrote:

- quote -

Interesting, it does work when I use a new money file. I guess my money file
must be corrupted or something...

Thanks for the suggestion.

"Mark" wrote:

- quote -

Have you tried disabling and re-enabling online services for BofA within
Money?
It may be that Money is still trying to use a non-Yodlee connection.

Have you tried in a New Money file?

-Mark
"L''ours de plus en plus grognon"
<Loursdeplusenplusgrognon[at]discussions.microsoft.com> wrote in message
news:E8C911A4-EF12-47AC-956F-BB8AE84BEEF9[at]microsoft.com...
- quote -

Thanks for the suggestion about Yodlee. I setup an account there and my bofa
ca checking account information is pulled up correctly. In fact, I realized
it looked awfully similar to MyPortfolio tool on Bofa website (and Bofa
updates always worked fine there). So, it seems that it really is a problem
with MS Money... I tried again this morning and it still does not work
properly... I am running a trial version and trying to make some decisions
about buying it or not and I'm wondering if Quicken works better with respect
to automatic updates... Any recommendation, anyone?

It is still disconcerting to see that some accounts can be updated
automatically in MS Money (but not in Yodlee) and the other way round
(Advancial FCU, JP Morgan 401k...). Any further insight on those differences?

Thanks.

"Art McClinton" wrote:

- quote -

I agree that Bank of America CA does not control how Yodlee tries to
scrape the information using virtually this same approach. I do not
know if Yodlee can get around sitekey as it is designed to protect
against this type of activity BUT I WOULD

approach either Yodlee or their partner Microsoft whom you paid money to
to find the solution. If you want to approach yodlee go to their web
site https://www.yodlee.com/newarch/index.do and create an yodlee
on-center account. From this account you can perform much of the same
items you can do with in Money 2006. Thus you can verify that Yodlee
can access your account. If they can not you will get a method of
issuing a bug report directly to yodlee. I had a similar problem with
one of my accounts where the website was changed and it stopped working
in Money. When I notified Money they did nothing. When I set up an
on-center account and reported it to them, they fixed it in 48 hours.
They also thanked me for reporting it.

Art

L''ours de plus en plus grognon wrote:
- quote -

I don't call this a "fix" but a "workaround" (they just copy and paste their
FAQ section): active statement is certainly a method to get your data in MS
Money but that's where the similarity stops. I see some activity on the MS
Money/Yodlee side though. The setup was disabled for the past two days: I am
able this morning to enter my online ID and passcode but the automatic update
remains unsuccessful...

"nitinpjain[at]gmail.com" wrote:

- quote -

got this reply from bank of america

SiteKey is now a standard part of your Online Banking sign-in that
helps
protect you against identity theft and fraud. You are unable to
deactivate SiteKey. It is a required part of the Online Banking sign-in

procedure. For additional information about SiteKey, please visit us at

http://www.bankofamerica.com/privacy/sitekey/

To fix this problem, we recommend going to the website and download
your
statement information before opening your Microsoft Money program.

To download your transactions from Bank of America into MS Money 2005,
please follow the steps below.

1. Select the Banking tab.
2. In the account list, click on the account you wish to download and
highlight it.
3. Click the Update Now link in the Common task section.
4. MS Money will connect to Bank of America to download your
transactions and display the account register.
We apologize for any inconvenience that this matter may have
caused. If we may be of further assistance, please contact us again by
e-mail. Thank you for choosing Bank of America.

Sincerely,

Vicky Vince
Bank of America

nitinpjain[at]gmail.com wrote:
- quote -

Yes. you have summarized it well. The effect is that automatic updates are
not. At least in California. You can still go to the BOA website, look at
your account info, and then download it from there via a QIF file. Ths QIF
file can then be imported into your software. Just doesn't happen
automatically. You must physically go to the GOA site and choose the
iformation you want to import.


"L''ours de plus en plus grognon"
<Loursdeplusenplusgrognon[at]discussions.microsoft.com> wrote in message
news:8BAF4824-EB96-4BB2-B720-68A59A4A2271[at]microsoft.com...
- quote -

If you read the previous threads, you'll realize pretty quickly that talking
to the bank won't get you anywhere. To summarize my understanding of the
issue, MS Money seems to pull your bank data from a third party (yodlee?) but
because Bofa CA changed the interface to signon to their website and yodlee
did not, the automatic update is broken . For a while, a message within MS
Money would say that "account setup was disabled" but it's been re-enabled (I
can now enter my online ID and my password) but, utimately, it still fails
(and I must have tried a dozen times over the past three days).

"nitinpjain[at]gmail.com" wrote:

- quote -

I am also one of Ms money 06 user and having problems connecting to
BofA CA.
I wrote to the bank today and waiting for their response. I will write
to MS too

L'ours de plus en plus grognon wrote:
- quote -

Indeed, I see progress too: the account setup was re-enabled but the update
still do not go through. I have been trying for the past few days now and
it's getting frustrating... especially when you run a trial version... and
you're trying to make a decision to buy or not this software...

"woppenhe" wrote:

- quote -

It looks like the problem is still not fixed. I now get the following error
message within MS Money when I try to setup a BofA CA checking account (Money
2006 trial version): "Account setup is temporarily unavailable. Please try
again later. "

Is there an estimate for resolution? I'm a new user of MS Money and so far I
quite like it but if I can't get these BofA account updates working by
02/20/2006 when my trial period ends, I'm seriously thinking of giving it a
shot with Quicken.

Thanks,
L'ours grognon dans sa caverne.

"Russ Paul-Jones" wrote:

- quote -

Hmm.. What it updates is the total amount in the account, but does not bring
down the individual transactions. But they do seem to be making progress.


"woppenhe" <woppenhe[at]ucla.edu> wrote in message
news:elX2zCdAGHA.532[at]TK2MSFTNGP15.phx.gbl...
- quote -

Today, December 15, 2005, the Bank of California updating, from within
MSMoney06 is again working. Good work and thanks to Russ's team and to his
intervention.

"Russ Paul-Jones" <russpj[at]microsoft.com> wrote in message
news:%23aqotts9FHA.2832[at]TK2MSFTNGP14.phx.gbl...
- quote -

Sorry Russ, but still no joy.

I continue not to be able to dowload Bankof America data from within the
MSMoney 06 Program.

"woppenhe" <woppenhe[at]ucla.edu> wrote in message
news:u8syKi49FHA.572[at]TK2MSFTNGP15.phx.gbl...
- quote -

Hi Russ
Should I try again today? Or, is there a place to log the issue?

Thanks!
- David Scheidt

Russ Paul-Jones wrote:
- quote -

Yes. We are working with some individuals who haven't succeeded with SiteKey
yet to see if we can understand the next layer of issues. I'll let you know
what we learn.

One of the challenges in online banking is the sheer number of permutations.

--
Russ Paul-Jones
russpj[at]microsoft.com
MS Money Product Unit Manager

"David Scheidt" <dscheidt[at]gmail.com> wrote in message
news:eUFKFAh%23FHA.3036[at]TK2MSFTNGP10.phx.gbl...
- quote -

Russ,
Any update to this problem?

- David Scheidt

Russ Paul-Jones wrote:
- quote -

Thanks for the report. Yes, we know about SiteKey, and we will work with
Yodlee or CashEdge to get the best possible solution out there.

I'll know more on Monday.

--
Russ Paul-Jones
russpj[at]microsoft.com
MS Money Product Unit Manager

"woppenhe" <woppenhe[at]ucla.edu> wrote in message
news:O9fe$k49FHA.4004[at]TK2MSFTNGP14.phx.gbl...
- quote -

According to Russ they are switching to Yodlee for downloading BoA
statements from within MSMoney. The Yodlee site is now sucessful in
downloading from BoA for Ca, but I am still not able to do that within MS
Money. There is some disconnect somewhere between Yodlee and MS, from my
standpoint.


"David Scheidt" <dscheidt[at]hotmail.com> wrote in message
news:%23JTSWJ39FHA.1248[at]TK2MSFTNGP14.phx.gbl...
- quote -