I also have been unable to get BoA updates since 8/20. I tried
removing / re-adding online services, with no luck. I only have
credit cards, which they say to use Bank of America (All except CA,
WA, & ID) for, but it won't take my username & password, so i can't
ever complete online setup ("The signin with your financial
institution failed...")

much suckage.

The solution that BoA tried to sell me?

"wait until the statement is closed and download the transactions
then". mmmm. timely!

All this information seems good, but I still cannot connect to bank of
america at all. Caveat... I only have a bank of america credit card account
and am in California. Does any one have any other helpful suggestions for
bofa cc accounts. I suspect everything so far is only about bank accounts.

"Ben" wrote:

- quote -

You can download via Yodlee pretty much anywhere, CA, WA; or ID. B of A
offers direct connect in CA but not WA. Direct Connect is better than
Yodlee, as it also lets you integrate BillPay.

"theorbo" <reply[at]to-group.nfo> wrote in message
news:20622133-90B4-446C-B136-B57339405E38[at]microsoft.com...
- quote -

In microsoft.public.money, theorbo wrote:

- quote -

That is my understanding.


- quote -

Are you (this thread) saying that even if you aren't a BOFA CA customer that
you can select this option and get downloads through Yodlee?

"Ben" <no_spam[at]junkmail.com> wrote in message
news:ctGdnQugG9vS0FvbnZ2dnUVZ_s6mnZ2d[at]giganews.com...
- quote -

It's a little misleading, as CA isn't listed 100% correctly. According to
the list, CA uses Yodlee. Yes, it does, but it also links up directly to B
of A for both transaction download and billpay. Once you sign up for the
service, the instructions you receive tell you to select the 'all except CA,
WA, & ID' option. The instructions are correct, as this works and gets the
direct hook-up going -- but it doesn't make sense.


"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:d3qbc35beo6cjfqlicaj8348anh1ttc8bd[at]4ax.com...
- quote -

In microsoft.public.money, Will wrote:

- quote -


There have been some very recent changes in the Bank of America
statement download area:

From
http://www.microsoft.com/money/banko...e=BanksOnly#14
there are 3 choices now shown. Here is a bit of a
translation/explanation:

Bank of America (All except CA, WA, & ID)
Explanation: Direct OFX for whole country; may require monthly fee
or meet extra criteria.

Bank of America (CA)
Explanation: Yodlee usable for all except (WA & ID)

Bank of America (WA & ID)
Explanation: Yodlee for (WA & ID) only

You might want to re-read other posts on this thread for some tips.

https://sitekey.bankofamerica.com/sa...=MODEL&req=MON

"Will" <westes-usc[at]noemail.nospam> wrote in message
newsu2dnTD5U595mjjbnZ2dnUVZ_r-vnZ2d[at]giganews.com...
- quote -

"rikmar67" <rikmar67[at]discussions.microsoft.com> wrote in message
news:CAC09012-41EB-44BE-914C-D9DC5448AAA2[at]microsoft.com...
- quote -

To reduce this to basics, the sequence here would be to sign up for the
standard BOFA Online Banking product, then nothing else on BOFA side and
just set up an account in Microsoft Money?

When I first start Money, there is a system wide broadcast about them
changing the online banking download technique and something there about
patching up existing accounts to make it compatible. I guess you did
effectively what needed to be done.

--
Will

Like most technical support desks, B of A don't know what they are talking
about. I have been synchronizing with B of A California for quite some time
now. However, over the last week or so there have been problems. But now
synchronization is working again. Try disabling online updates for the B of A
account and then set it up again. That is what I had to do.

Rick Martin
Santa Barbara, CA

"Chris Cowles" wrote:

- quote -

"Will" <westes-usc[at]noemail.nospam> wrote in message
news:vqednWlWbpgOTT7bnZ2dnUVZ_umlnZ2d[at]giganews.com...
- quote -

I don't know who's in California, but I've been using Money with
Wachovia (or predecessors) for over 10 years. My experience is totally
satisfactory. Direct online banking is not free with the cheapest
accounts, but the threshold for getting it free isn't that high.

With respect to banking services, per se, I have no opinion. They have
lots of branches around here (Gainesville, FL) and lots of ATMs here
and wherever I've traveled. That, and free direct online banking
through Money, is all I really want. I rarely go to a bank lobby.

I've also had positive experience with Amsouth, now Regions, but I
don't think they're in California. Also, the merger may affect the
service.
--
Chris Cowles
Gainesville, FL

Bank of America technical support is telling me that they don't have any
automatic synchronization capability between their online banking and
Microsoft Money. They support downloading a CSV file, but since this is
for my parents, I'm sure it would never happen in a million years. They
are far too computer challenged to do that, and it's a hassle anyway. I
want the convenience of daily automatic updates that show new transactions.

First, is the information I received correct, or is there actually a way to
automatically synchronize?

Second, if BOFA cannot do this, then the next question is which banks have
the best automatic synchronization with Microsoft Money? This is for an
account that is in California.

--
Will