| | |||
| |||
| If you synchronize your accounts with MSN Money, you can go to MSN Money and create MSN Money accounts for the ones you want to download into Money. Use the "link MSN Money and Money accounts" option to associate them. MSN Money will periodically go to BofA and download transactions, and when you opt to synchronize Money with MSN Money they'll be propagated to Money automatically as if BofA supported direct banking (which BofA assured me in a conversation that they never will). Before you do anything with BofA, however, you should go into Money and check the "Show standardized payee names for which a name match is not found" option on the Online Services tab. Because BofA is stupid and puts transaction data in the payee field (most are formatted like "PURCHASE ############## ON mm/dd AT <payee name> ") which makes every payee downloaded unique and generally unmatchable using the payee name otherwise. Whether or not you enter transactions into Money first and then download and import a statement is up to you. With BofA's interesting ideas of what a payee should be and the imported payee field is limited to 32 characters, a lot of times you'll probably find yourself scratching your head trying to figure out what cryptic payees like "Purchase On At Cn L" were and I found it helpful to enter the transactions beforehand because it gave Money something to match up with. Good luck. -J - quote - > -----Original Message----- > I use Bank of America's online banking, and am a new Money user. Is > my best bet to enter the transactions into online banking, then enter > them again into Money, then let them balance later? Or is there a way > to somehow enter them in Money and then synchronize, or some other > option I don't know about? > Thanks for any help, > Matt. |
|
#-1
| |||
| |||
| I use Bank of America's online banking, and am a new Money user. Is my best bet to enter the transactions into online banking, then enter them again into Money, then let them balance later? Or is there a way to somehow enter them in Money and then synchronize, or some other option I don't know about? Thanks for any help, Matt. |
| Tags |
| banking, bofa, doubleenter, online, transactions |
| Thread Tools | |
| Display Modes | |
| |