"Elderdude" <Elderdude[at]discussions.microsoft.com> wrote in message
news:194F5B57-0111-468E-BA05-F78B5CD3826C[at]microsoft.com...
- quote -

Your answer with reference to Cal suggests you think he works for
Microsoft. Not true. Nobody replying on this forum does, nor do we
represent them.

Personally, I'd find it easier to switch banks than to transfer years'
worth of data from Money to Quicken, the only other reasonable (in my
opinion) choice. I don't think Money is any better than Quicken, or
vice versa. They're simply different and I have a lot of time invested
in the data in Money.

I, personally, would not want to abandon that. To me, one big bank is
just like another, as long as they're cheap and have sufficient ATMs
in my area.

In case you care:

OFX is a file format developed by Intuit and Microsoft. It's what your
bank sends in the background when you connect with Money. For banks
that don't support direct connection, many make the same file
available for download from their web page. Unfortunately for the
user, the effort of getting it is more than for those banks that
support direct connection.

Yodlee is a third-party service contracted by Microsoft to connect to
web pages of banks that don't support direct connection. Using the
user ID and password to your bank's web site, provided by you,
Yodlee's system logs in your bank's web site as you, retrieves
information, and returns it to Money in OFX format.

That system depends on your bank's site remaining static. When your
bank changes the layout, it's the equivalent of the tacky joke about
rearranging the furniture in a blind person's home. The system doesn't
know what to do, and chokes. Sometimes the bank reports the changes to
Yodlee in advance but I'm guessing they're usually notified by
customer complaint. In that case, Yodlee scrambles to reprogram their
bot to get the same information as it did before.
--
Chris Cowles
Gainesville, FL

On Nov 10, 11:30 am, Elderdude <Elderd...[at]discussions.microsoft.comwrote:
- quote -

I had the same problem with my bofa ca account, got it working by
using the "Bank of America (WA & ID)" bank, which apparently uses
yodlee to get the transactions. Only get transactions this way, cant
pay bills.

"Art McClinton" <art.mcclinton[at]cox.net> wrote in message
news:rktZi.1032$LZ7.498[at]newsfe15.lga...
- quote -

I believe it's exclusively Yodlee now. That doesn't change the
substance of your reply.
--
Chris Cowles
Gainesville, FL

When you log in to the Bank of America web site and view your account you
should see a download button. This then gives you a choice of which format
to use for the download. When I do it in VA I see a choice for Money 2006
and above. You are correct that to call it OFX is simply geek speak of the
format used to provide the file from any financial institution to MS Money
2006 and above.

Microsoft has direct connections to some of the financial institutions. Bank
of America as you probably remember is the "merger" of many different banks.
They never have merged all of the banking systems into a single system. Thus
some of them allow the direct connection. The second method used by
Microsoft to access the financial information was to use a "screen scraper"
which simply logs in for you to the banks web page and copies the
information that is on the screen. Microsoft uses two separate companies
(Yodlee and CashEdge) to do this. Many banks however have implemented
protection against such computer generated access as it can be a hacker
trying to use a computer to break in. Many banks have gone to multiple level
passwords and other ways to prove it is a human accessing the site.

So what it appears that BoA of CA is telling you is that they do not support
MS Money directly, but will allow you to log in and then download your data.
What you end up losing is the ability to bill pay from directly in Money and
have Money automatically in the background download your account
transactions. You can perform the bill pay and the downloads by logging into
the BoA website.

I also have been with BoA for over 40 years and I am not interested in
changing banks. I also bank with a credit union and ING Direct. Both of
which do not have direct connections, so I log into their web sites and
download to Money.

Since my Mom is using Quicken I end up using both Money and Quicken. Both
are relatively similar products, each has its problems and advantages.

"Elderdude" <Elderdude[at]discussions.microsoft.com> wrote in message
news:194F5B57-0111-468E-BA05-F78B5CD3826C[at]microsoft.com...
- quote -

Didn't work for me using the ID,Wash website, either. I'm not conversant with
geek speak such as "OFX downloads" or Yodlee. Somebody did something to Money
in the last two days that no one cares to address. B of A is a huge bank,
whenever I try to get support from Money I get someone in who wants to give
me "excellent service" in India who doesn't have a clue. Oh, that is a
"know(sic) problem."

Cal's suggest that I switch banks is typical of Microsoft support.
--
Elderdude


"Art McClinton" wrote:

- quote -

I am a BoA customer in VA. I just looked at the CA website. It is clear
they offer OFX downloads to MS Money, they do not offer the direct connect.
I however remember someone else on this newsgroup talk about accessing CA
accounts by setting up the account as one of the states that BoA supports
direct connect from.

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:kbeaj3lkdur7laljhqp8kniugucna7ug5s[at]4ax.com...
- quote -

In microsoft.public.money, Elderdude wrote:

- quote -

It would be easier to switch banks, don't you think? Changing the
bill pay and any auto-debits that you have set up can be a chore,
but it's not that much actual work.


If they offer OFX download, that isn't all that bad. It's not as
good as the more automated methods of course.


I would stand by. The Yodlee interfacing doesn't involve support
from BofA anyway. So I would not be surprised to see that working
again.

Some other customers will probably have some ideas, and they likely
know more in that regard than the customer service.

On Nov 9, 4:31 pm, Cal Learner-- MVP <via_newsgr...[at]please.tnx> wrote:
- quote -

I called customer service at Bank of America. They no longer support
Microsoft Money. It sounds like either I switch to Quicken or switch
primary bank. Hmm, I've been with BofA for over forty years, and
Microsoft requires me to upgrade frequently, never fixes glitches in
Money, and is impossible to reach by phone, email, online or
otherwise. What should I do, what should I do?

In microsoft.public.money, Rob Saripalli <Rob
Saripalli[at]discussions.microsoft.com> wrote:

- quote -

Note that Money Plus (2008) maintains 4 backups by default. I
suggest you increase that number if you have a lot of unused hard
disk space. Do that from Tools-> Settings-> BackupSettings

I bring that up, because if you don't readily find what lets you set
things up the way you had it, File-> Restore of a backup is a good
way to get you back.

There have been some consolidations at BofA lately. I suspect they
may have consolidated things somewhat. So I would try the other two.
The Bank of America (WA & ID)would be via Yodlee, as your setup
before was. You are not going to get outgoing Bill Pay to BofA thru
third party Yodlee.

Bank of America (All except CA, WA, & ID)corresponds to Direct OFX
for whole country. It require monthly fee or meet extra criteria.
If you ask the bank's customer service about Microsoft Money, I
expect this is the one they would be talking about.

So, my suggestions would be to File-> Restore and don't expect to do
outgoing bill pay, or try configuring in one of the other two.

A really neat way to find prior postings in this group is to use the
Google Usenet Groups archive.

http://groups.google.com/advanced_group_search enter words that you
think would be in relevant posts into the "all of the words" box.
Enter microsoft.public.money into the newsgroup box. Consider
selecting Sort By Date. There have been BofA discussions.

On Nov 9, 4:02 pm, Rob Saripalli <Rob
Saripa...[at]discussions.microsoft.com> wrote:
- quote -

I've been a loyal Money user for over 10 years, usually upgrading to
the newest version when it comes out. I also have BofA(CA) as my
primary bank. Today I couldn't update. My software says the bank is no
longer providing automatic updates for BofA in California. (I guess
all other states or unaffected by this recent change, bug, snafu.
Quicken is starting to look like my only option.

Hi I have Money Plus Deluxe (2007 I think), which I just purchased. I have
setup online download of my bank (Bank of AMerica - CA) information and that
works great. I have since signed up for online bill pay thru Money at Bank of
America and I am trying to update my online services to reflect that.
However, it does not let me do that. I have tried to stop online services,
but when I try to sign up again, I don't see a Bank of America -CA option at
all!