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#3
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| Actually it is the other way around. An account based in Georgia should have the capability of direct download. However, once you move to WA your account should still be in the state where it was opened. You do need to contact Bank of America to have your account set up to allow the download. With Money 2006 the connection with BoA was via Yodlee as you mention. With 2007 if connected with most of the BoA accounts directly, but you had to authorize that through the bank. I do see Bank of America on both the 07 list and the 08 (Plus) list. All I can say is with direct connection to BoA I have been very pleased with both 07 and Plus. I to had extreme difficulties with the earlier Yodlee connections. Art "Deepak Shenoy" <DeepakShenoy[at]discussions.microsoft.com> wrote in message news:A6ABEE0B-73FF-438C-9F6F-98F80A8080C0[at]microsoft.com... - quote - > Hi Art, > My account is based in GA although I am moving to WA. I am not so > concerned > about BofA credit cards but rather BofA bank statements. > So from what I read are you telling me that BofA accounts based in WA have > the online download capabilities? > Thanks again for your help. > Deepak > "Art McClinton" wrote: > > Direct connect download to Money has not stopped working for me > > > It worked in 2007 and has continued to work in Money Plus(08). > > > However I am in Virginia and do not have any credit cards with BoA that I > > am > > trying to download. > > > A long discussion occurred about BoA in CA, ID, and WA now being > > available > > via direct download when you use the Bank Of America (All but CA, ID, WA) > > selection. I can not comment on that but it is in the history of the > > group. > > > I have seen issues with credit card downloads but do not know if they > > were > > resolved. > > > Both 07 and Plus list BoA alternatives. > > > Please provide information > > > 1) what state is your BoA master account in. > > 2) are you talking checking, Credit cards, or investment services. > > > The BoA web site has information on the automatic download to Money. As > > pointed out this has a monthly fee (or a qualifying type of account). > > Also > > it is still possible to simply log into their site and manually download > > an > > OFX file. If your only connection is via CashEdge/Yodlee you might want > > to > > try that approach as it is more reliable and I have found faster. > > > Art > > > > "atlanta678" <atlanta678[at]discussions.microsoft.com> wrote in message > > news:FEE03D7F-910B-4CE4-AC05-68AD2908D10A[at]microsoft.com... > > > This isn't a limitation on Microsoft's side. B of A previously > > > provided > > > direct connection with MSMoney for a monthly fee. I don't think they > > > even > > > offer it anymore. > > > > > Usually what I do is every few days, I log on, go to one of my > > > accounts, > > > and > > > hit the 'download' link that is above the ledger. It creates an ofx > > > file > > > on > > > demand and I've had no problems with it at all. > > > > > logon to your account [at] B of A and click help at the top - scroll down > > > and > > > click on "using online banking" for more details. > > > > > "Deepak Shenoy" wrote: > > > > > > I've used Money 2007 and Bank of America is not an on-line bank with > > > > Money > > > > 2007. You still have to go through some convoluted steps and > > > > sometimes > > > > the > > > > balances don't match with Yodlee (sorry spelling may be in correct). > > > > > > > Has this improved with Money 2008? > > > |
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#2
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| Hi Art, My account is based in GA although I am moving to WA. I am not so concerned about BofA credit cards but rather BofA bank statements. So from what I read are you telling me that BofA accounts based in WA have the online download capabilities? Thanks again for your help. Deepak "Art McClinton" wrote: - quote - > Direct connect download to Money has not stopped working for me > It worked in 2007 and has continued to work in Money Plus(08). > However I am in Virginia and do not have any credit cards with BoA that I am > trying to download. > A long discussion occurred about BoA in CA, ID, and WA now being available > via direct download when you use the Bank Of America (All but CA, ID, WA) > selection. I can not comment on that but it is in the history of the group. > I have seen issues with credit card downloads but do not know if they were > resolved. > Both 07 and Plus list BoA alternatives. > Please provide information > 1) what state is your BoA master account in. > 2) are you talking checking, Credit cards, or investment services. > The BoA web site has information on the automatic download to Money. As > pointed out this has a monthly fee (or a qualifying type of account). Also > it is still possible to simply log into their site and manually download an > OFX file. If your only connection is via CashEdge/Yodlee you might want to > try that approach as it is more reliable and I have found faster. > Art > "atlanta678" <atlanta678[at]discussions.microsoft.com> wrote in message > news:FEE03D7F-910B-4CE4-AC05-68AD2908D10A[at]microsoft.com... > > This isn't a limitation on Microsoft's side. B of A previously provided > > direct connection with MSMoney for a monthly fee. I don't think they even > > offer it anymore. > > > Usually what I do is every few days, I log on, go to one of my accounts, > > and > > hit the 'download' link that is above the ledger. It creates an ofx file > > on > > demand and I've had no problems with it at all. > > > logon to your account [at] B of A and click help at the top - scroll down and > > click on "using online banking" for more details. > > > "Deepak Shenoy" wrote: > > > > I've used Money 2007 and Bank of America is not an on-line bank with > > > Money > > > 2007. You still have to go through some convoluted steps and sometimes > > > the > > > balances don't match with Yodlee (sorry spelling may be in correct). > > > > > Has this improved with Money 2008? |
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#1
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| Direct connect download to Money has not stopped working for me It worked in 2007 and has continued to work in Money Plus(08). However I am in Virginia and do not have any credit cards with BoA that I am trying to download. A long discussion occurred about BoA in CA, ID, and WA now being available via direct download when you use the Bank Of America (All but CA, ID, WA) selection. I can not comment on that but it is in the history of the group. I have seen issues with credit card downloads but do not know if they were resolved. Both 07 and Plus list BoA alternatives. Please provide information 1) what state is your BoA master account in. 2) are you talking checking, Credit cards, or investment services. The BoA web site has information on the automatic download to Money. As pointed out this has a monthly fee (or a qualifying type of account). Also it is still possible to simply log into their site and manually download an OFX file. If your only connection is via CashEdge/Yodlee you might want to try that approach as it is more reliable and I have found faster. Art "atlanta678" <atlanta678[at]discussions.microsoft.com> wrote in message news:FEE03D7F-910B-4CE4-AC05-68AD2908D10A[at]microsoft.com... - quote - > This isn't a limitation on Microsoft's side. B of A previously provided > direct connection with MSMoney for a monthly fee. I don't think they even > offer it anymore. > Usually what I do is every few days, I log on, go to one of my accounts, > and > hit the 'download' link that is above the ledger. It creates an ofx file > on > demand and I've had no problems with it at all. > logon to your account [at] B of A and click help at the top - scroll down and > click on "using online banking" for more details. > "Deepak Shenoy" wrote: > > I've used Money 2007 and Bank of America is not an on-line bank with > > Money > > 2007. You still have to go through some convoluted steps and sometimes > > the > > balances don't match with Yodlee (sorry spelling may be in correct). > > > Has this improved with Money 2008? |
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| This isn't a limitation on Microsoft's side. B of A previously provided direct connection with MSMoney for a monthly fee. I don't think they even offer it anymore. Usually what I do is every few days, I log on, go to one of my accounts, and hit the 'download' link that is above the ledger. It creates an ofx file on demand and I've had no problems with it at all. logon to your account [at] B of A and click help at the top - scroll down and click on "using online banking" for more details. "Deepak Shenoy" wrote: - quote - > I've used Money 2007 and Bank of America is not an on-line bank with Money > 2007. You still have to go through some convoluted steps and sometimes the > balances don't match with Yodlee (sorry spelling may be in correct). > Has this improved with Money 2008? |
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#-1
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| I've used Money 2007 and Bank of America is not an on-line bank with Money 2007. You still have to go through some convoluted steps and sometimes the balances don't match with Yodlee (sorry spelling may be in correct). Has this improved with Money 2008? |
| Tags |
| 2008, bank, bofa, money, online |
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