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| Bank of America has different sites for which state you are in. It is clear for CA, WA and ID that you need to add the account separately. The first thing I would do is add the account using the information within the credit card section. It is possible that the download is coming from a different server within Bank of America. After they bought MBNA, I understood that they moved all credit card accounts to that server. I know that they have merged them on their web presence but perhaps not on the MS Money direct connection. I know that not everything on the BoA web is available directly from Money. For example my Home Equity credit line is not. Art "Steve" <respond[at]online.newsgroup> wrote in message news:Xns9A8B82B4A454184365720018436572[at]207.46.248.16... - quote - > =?Utf-8?B?a3Vua2VsMzIx?= <kunkel321[at]discussions.microsoft.com> wrote on > 25 Apr 2008 in group microsoft.public.money: > > Hi All, > > I'm using the trial version of Money Essentials v17.0.8.1415 and > > Vista Home Premium. I have a Bank of America account for > > checking/savings and also a Visa account. The Visa account is "tied > > too" Bank of America, such that I can manage both accounts by logging > > in to the BofA website. My account password is ... just kidding. > > Seriously though, there is an "online ID," a "Password," and a > > "sitekey" that I have to match to a custom picture on the site. When > > setting up the account in Money, Money asks for a "passcode" but not > > a sitekey... This doesn't seem to be a problem because Money *is* > > able to correctly automatically download my checking and savings > > data. However I CAN"T get it to download the Visa credit card info. > > I located a setting on the BofA site for choosing the "default > > download format." changing this to the different settings, but this > > doesn't seem to help. THe Money help file suggests there may be a > > *second passord* that is for financial software access, but I can't > > find this on the BofA site... > > > Has anyone else run into this? Ideas? Thanks in advance. > 1. Take back Money Essentials and get a better version. It doesn't do > much besides balance your checkbook. > 2. You'll probably have to call the bank and ask them to enable the > credit card for Money access. I've had several institutions with that > requirement. > -- > Steve B. > New Life Home Improvement |
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| =?Utf-8?B?a3Vua2VsMzIx?= <kunkel321[at]discussions.microsoft.com> wrote on 25 Apr 2008 in group microsoft.public.money: - quote - > Hi All,
1. Take back Money Essentials and get a better version. It doesn't do> I'm using the trial version of Money Essentials v17.0.8.1415 and > Vista Home Premium. I have a Bank of America account for > checking/savings and also a Visa account. The Visa account is "tied > too" Bank of America, such that I can manage both accounts by logging > in to the BofA website. My account password is ... just kidding. > Seriously though, there is an "online ID," a "Password," and a > "sitekey" that I have to match to a custom picture on the site. When > setting up the account in Money, Money asks for a "passcode" but not > a sitekey... This doesn't seem to be a problem because Money *is* > able to correctly automatically download my checking and savings > data. However I CAN"T get it to download the Visa credit card info. > I located a setting on the BofA site for choosing the "default > download format." changing this to the different settings, but this > doesn't seem to help. THe Money help file suggests there may be a > *second passord* that is for financial software access, but I can't > find this on the BofA site... > Has anyone else run into this? Ideas? Thanks in advance. much besides balance your checkbook. 2. You'll probably have to call the bank and ask them to enable the credit card for Money access. I've had several institutions with that requirement. -- Steve B. New Life Home Improvement |
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| Hi All, I'm using the trial version of Money Essentials v17.0.8.1415 and Vista Home Premium. I have a Bank of America account for checking/savings and also a Visa account. The Visa account is "tied too" Bank of America, such that I can manage both accounts by logging in to the BofA website. My account password is ... just kidding. Seriously though, there is an "online ID," a "Password," and a "sitekey" that I have to match to a custom picture on the site. When setting up the account in Money, Money asks for a "passcode" but not a sitekey... This doesn't seem to be a problem because Money *is* able to correctly automatically download my checking and savings data. However I CAN"T get it to download the Visa credit card info. I located a setting on the BofA site for choosing the "default download format." changing this to the different settings, but this doesn't seem to help. THe Money help file suggests there may be a *second passord* that is for financial software access, but I can't find this on the BofA site... Has anyone else run into this? Ideas? Thanks in advance. |
| Tags |
| america, bank, problems, sign |
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