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  #5  
Old 01-24-2007, 10:59 PM
Art McClinton
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Posts: n/a
Default Re: Not getting bank account payee info

Bank Of America in Washington state does not use a direct connection. I am
not certain if they are using CashEdge or Yodlee. It used to be Yodlee. In
order to make that work you must log into the MSN (have a passport account).
Thus it will become a two step process where the intermediate logs into your
Bank Of America account, does a screen scrap of the information and then
sends it to your machine via a QIF file.

Your Money data will be stored on MSN Money Central where you can log in
from any machine to view or update it.

I do not know if you have the choice of downloading OFX files from BoA WA
but they have the advantage over a QIF file of not duplicating downloads.

If you have direct connect into Quicken, I would be tempted to stay with
Quicken.

Art
You can reach me directly by dropping "rt." from return address.

"Tom" <tom.archer[at]comcast.net> wrote in message
news:MsmdnUpAo9_HZyvYnZ2dnUVZ_tCtnZ2d[at]comcast.com...
- quote -

> State = WA
> I've never used Money before (longtime Quicken user) so I was hoping that
> I just hadn't configured something correctly.
> FWIW, I installed Quicken and it connects and retrieves all the data
> correctly.
> "Art McClinton" <art.mcclinton[at]cox.net> wrote in message
> news:g1yth.70440$Yu6.39268[at]newsfe16.lga...
> > Can you identify which state so that we know if you are using a direct
> > connect or using CashEdge.
> > > Surprised that you are not using OFX from Bank of America instead of GIF.

> > This implies to me that you do not have a direct connection.
> > > Art
> > > "Tom" <tom.archer[at]comcast.net> wrote in message

> > news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
> > > I'm having the following problem:
> > > > > In Money, I select to create a new account.
> > > I select the Bank of America (BOA) listing for my state
> > > I enter the authentication information
> > > Money downloads the transactions for that account
> > > ** However, the payee information is missing.
> > > > > If I manually download a QIF file from the BOA site and import that into
> > > Money the information is correctly imported.
> > > > > Is there a way for me to get this information without manually
> > > downloading and importing a file each time?
> > > > > >


  #4  
Old 01-24-2007, 05:20 AM
Tom
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Posts: n/a
Default Re: Not getting bank account payee info

State = WA

I've never used Money before (longtime Quicken user) so I was hoping that I
just hadn't configured something correctly.

FWIW, I installed Quicken and it connects and retrieves all the data
correctly.


"Art McClinton" <art.mcclinton[at]cox.net> wrote in message
news:g1yth.70440$Yu6.39268[at]newsfe16.lga...
- quote -

> Can you identify which state so that we know if you are using a direct
> connect or using CashEdge.
> Surprised that you are not using OFX from Bank of America instead of GIF.
> This implies to me that you do not have a direct connection.
> Art
> "Tom" <tom.archer[at]comcast.net> wrote in message
> news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
> > I'm having the following problem:
> > > In Money, I select to create a new account.

> > I select the Bank of America (BOA) listing for my state
> > I enter the authentication information
> > Money downloads the transactions for that account
> > ** However, the payee information is missing.
> > > If I manually download a QIF file from the BOA site and import that into

> > Money the information is correctly imported.
> > > Is there a way for me to get this information without manually

> > downloading and importing a file each time?
> >


  #3  
Old 01-23-2007, 11:48 PM
Art McClinton
Guest
 
Posts: n/a
Default Re: Not getting bank account payee info

Can you identify which state so that we know if you are using a direct
connect or using CashEdge.

Surprised that you are not using OFX from Bank of America instead of GIF.
This implies to me that you do not have a direct connection.

Art

"Tom" <tom.archer[at]comcast.net> wrote in message
news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
- quote -

> I'm having the following problem:
> In Money, I select to create a new account.
> I select the Bank of America (BOA) listing for my state
> I enter the authentication information
> Money downloads the transactions for that account
> ** However, the payee information is missing.
> If I manually download a QIF file from the BOA site and import that into
> Money the information is correctly imported.
> Is there a way for me to get this information without manually downloading
> and importing a file each time?



  #2  
Old 01-23-2007, 12:10 AM
Michael Gordon
Guest
 
Posts: n/a
Default Re: Not getting bank account payee info

My experience is that some FIs provide payee information (often incorrect)
and others don't. One would think a FI would provide the same info in QIF
and OFX, but.....................

--
Michael Gordon


"Tom" <tom.archer[at]comcast.net> wrote in message
news:OLYmb7lPHHA.4172[at]TK2MSFTNGP03.phx.gbl...
- quote -

> Thanks Michael. Since the information is stored in the QIF file for
> import, I didn't know if maybe there was an option I didn't have set up
> correctly.
> "Michael Gordon" <gordonm[at]denison.edu> wrote in message
> news:eQy5IPiPHHA.448[at]TK2MSFTNGP04.phx.gbl...
> > If the provider isn't supplying the information --and that's what it
> > sounds like in this case -- then there won't be anyway for Money to
> > display it.
> > > --

> > Michael Gordon
> > > > "Tom" <tom.archer[at]comcast.net> wrote in message

> > news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
> > > I'm having the following problem:
> > > > > In Money, I select to create a new account.
> > > I select the Bank of America (BOA) listing for my state
> > > I enter the authentication information
> > > Money downloads the transactions for that account
> > > ** However, the payee information is missing.
> > > > > If I manually download a QIF file from the BOA site and import that into
> > > Money the information is correctly imported.
> > > > > Is there a way for me to get this information without manually
> > > downloading and importing a file each time?
> > > > > >


  #1  
Old 01-22-2007, 06:52 PM
Tom
Guest
 
Posts: n/a
Default Re: Not getting bank account payee info

Thanks Michael. Since the information is stored in the QIF file for import,
I didn't know if maybe there was an option I didn't have set up correctly.


"Michael Gordon" <gordonm[at]denison.edu> wrote in message
news:eQy5IPiPHHA.448[at]TK2MSFTNGP04.phx.gbl...
- quote -

> If the provider isn't supplying the information --and that's what it
> sounds like in this case -- then there won't be anyway for Money to
> display it.
> --
> Michael Gordon
> "Tom" <tom.archer[at]comcast.net> wrote in message
> news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
> > I'm having the following problem:
> > > In Money, I select to create a new account.

> > I select the Bank of America (BOA) listing for my state
> > I enter the authentication information
> > Money downloads the transactions for that account
> > ** However, the payee information is missing.
> > > If I manually download a QIF file from the BOA site and import that into

> > Money the information is correctly imported.
> > > Is there a way for me to get this information without manually

> > downloading and importing a file each time?
> >


 
Old 01-22-2007, 11:49 AM
Michael Gordon
Guest
 
Posts: n/a
Default Re: Not getting bank account payee info

If the provider isn't supplying the information --and that's what it sounds
like in this case -- then there won't be anyway for Money to display it.

--
Michael Gordon


"Tom" <tom.archer[at]comcast.net> wrote in message
news:gYadnR3aOMZg2SnYnZ2dnUVZ_uqvnZ2d[at]comcast.com...
- quote -

> I'm having the following problem:
> In Money, I select to create a new account.
> I select the Bank of America (BOA) listing for my state
> I enter the authentication information
> Money downloads the transactions for that account
> ** However, the payee information is missing.
> If I manually download a QIF file from the BOA site and import that into
> Money the information is correctly imported.
> Is there a way for me to get this information without manually downloading
> and importing a file each time?



  #-1  
Old 01-22-2007, 04:01 AM
Tom
Guest
 
Posts: n/a
Default Not getting bank account payee info

I'm having the following problem:

In Money, I select to create a new account.
I select the Bank of America (BOA) listing for my state
I enter the authentication information
Money downloads the transactions for that account
** However, the payee information is missing.

If I manually download a QIF file from the BOA site and import that into
Money the information is correctly imported.

Is there a way for me to get this information without manually downloading
and importing a file each time?


 

Tags
account, bank, info, payee
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