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  #5  
Old 08-01-2003, 11:36 PM
Derek
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Posts: n/a
Default Re: Money2004 & Bank Of America??

Thanks for the info.

"William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
news:eqVGlX%23VDHA.2476[at]tk2msftngp13.phx.gbl...
- quote -

> I just use the BOA bill pay, and every now and then download the ofx file,
> which reflects the cleared transactions. I definitely do not enter them
> twice. If I have written a check with my printer, and it has cleared BOA,
> the program will usually recognize it as an existing transaction, or ask
> whether it is associated with a prior check transaction or not.
> --
> William L. Oppenheim, M.D.
> woppenhe[at]ucla.edu
> "Derek" <derekb[at]nospamderekb.com> wrote in message
> news:eOHTQ6vVDHA.2040[at]TK2MSFTNGP11.phx.gbl...
> > I love the BOA web interface also. BUT, Do you guys then do double
entry?
> Do
> > you do online billpay and transactions, then enter that into Money? I
was
> > trying to avoid double work. I enter everything into Money to help keep
> > track of all of my various accounts.
> > > Thanks,
> > Derek
> > > "Mike Vanecek" <MikeV99[at]privacy.net> wrote in message
> > news:234mv-5hi.ln1[at]news.invalid.99computer...
> > > On Wed, 30 Jul 2003 12:29:52 -0400, Tom wrote:
> > > > Actually, I prefer using the BOA web access rather than the standard
> > Money
> > > > direct connect. Why?
> > > > > > > 1. It's free! Why pay just to get the same thing integrated....
> > > > > > > 2. It's easy... a few extra steps, yea (you open Money, open your
web
> > > > browser, go to and sign onto BOA, then pick your acounts and
download)
> > but
> > > > still not hard.
> > > > > > > 3. I can access BOA and my accounts ANYWHERE that I can logon to a
> > secure
> > > > web browser. If I am away on vacation or visiting with relatives, I
> can
> > > > still sign on and pay bills, etc.
> > > > > > > Once you use it you find it really isn't that hard and works just as
> > well...
> > > > plus you can't beat the price!
> > > > > Ditto for me too. I just use Money to keep long term copies of the
> > > transactions and do reports. I really like having access to my
accounts
> > > from anywhere via the web.
>
  #4  
Old 08-01-2003, 05:32 AM
William L. Oppenheim, M.D.
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

I just use the BOA bill pay, and every now and then download the ofx file,
which reflects the cleared transactions. I definitely do not enter them
twice. If I have written a check with my printer, and it has cleared BOA,
the program will usually recognize it as an existing transaction, or ask
whether it is associated with a prior check transaction or not.

--
William L. Oppenheim, M.D.
woppenhe[at]ucla.edu
"Derek" <derekb[at]nospamderekb.com> wrote in message
news:eOHTQ6vVDHA.2040[at]TK2MSFTNGP11.phx.gbl...
- quote -

> I love the BOA web interface also. BUT, Do you guys then do double entry?
Do
> you do online billpay and transactions, then enter that into Money? I was
> trying to avoid double work. I enter everything into Money to help keep
> track of all of my various accounts.
> Thanks,
> Derek
> "Mike Vanecek" <MikeV99[at]privacy.net> wrote in message
> news:234mv-5hi.ln1[at]news.invalid.99computer...
> > On Wed, 30 Jul 2003 12:29:52 -0400, Tom wrote:
> > > Actually, I prefer using the BOA web access rather than the standard
> Money
> > > direct connect. Why?
> > > > > 1. It's free! Why pay just to get the same thing integrated....
> > > > > 2. It's easy... a few extra steps, yea (you open Money, open your web
> > > browser, go to and sign onto BOA, then pick your acounts and download)
> but
> > > still not hard.
> > > > > 3. I can access BOA and my accounts ANYWHERE that I can logon to a
> secure
> > > web browser. If I am away on vacation or visiting with relatives, I
can
> > > still sign on and pay bills, etc.
> > > > > Once you use it you find it really isn't that hard and works just as
> well...
> > > plus you can't beat the price!
> > > Ditto for me too. I just use Money to keep long term copies of the
> > transactions and do reports. I really like having access to my accounts
> > from anywhere via the web.


  #3  
Old 07-31-2003, 09:32 PM
Mike Vanecek
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

On Wed, 30 Jul 2003 19:56:21 -0500, Derek wrote:
- quote -

> I love the BOA web interface also. BUT, Do you guys then do double
> entry? Do you do online billpay and transactions, then enter that into
> Money? I was trying to avoid double work. I enter everything into
> Money to help keep track of all of my various accounts.

Many of my transactions (if not most) are set up as ACH types of
transactions or recurring on BOA. I have the same transactions set up in
PayBills in Money. Hence, both transactions are done automatically, one
by BOA and the other by Money. I then download the transactions using
Money Active whatever (open not save) from BOA which causes a match
between the two for reconciliations. I write two or three checks a month
and enter them into my PDA using Pocket Money when I write the check.
Those transactions are picked up by Money 2004 on the PC whenever I sync
the PDA. After the check is cleared, it is picked up when I download
transactions from Money. I have a handfull (3 or 4 per month) that I
process both on BOA and Money (such as transfers between accounts).
Hence, I really do not have a problem with doing double work. Everything
is pretty much automated.

--
Thanks, Mike.

  #2  
Old 07-30-2003, 05:29 PM
Tom
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

Actually, I prefer using the BOA web access rather than the standard Money
direct connect. Why?

1. It's free! Why pay just to get the same thing integrated....

2. It's easy... a few extra steps, yea (you open Money, open your web
browser, go to and sign onto BOA, then pick your acounts and download) but
still not hard.

3. I can access BOA and my accounts ANYWHERE that I can logon to a secure
web browser. If I am away on vacation or visiting with relatives, I can
still sign on and pay bills, etc.

Once you use it you find it really isn't that hard and works just as well...
plus you can't beat the price!

Tom

"Derek" <derekb[at]nospamderekb.com> wrote in message
news:%23pWXTiEVDHA.3972[at]tk2msftngp13.phx.gbl...
- quote -

> You gotta love those deals that work for the companies and ignore the
> consumer!
> "Doug Edwards" <dedwards[at]dellmail.com> wrote in message
> news:edLUiyqUDHA.2308[at]TK2MSFTNGP12.phx.gbl...
> > Yes, www.bankofamerica.com will support downloading both OFX (for Money)
> and
> > QFX (for Quicken). Bank of America made a deal with Intuit so that only
> > Quicken and QuickBooks will have Direct Connect. They are still in the
> > process of aligning the former NationsBank and BankAmerica IT
operations.
> > > DAE
> > > "William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
> > news:uGkOBteUDHA.1396[at]tk2msftngp13.phx.gbl...
> > > Will they still provide the OFX download option?? that is really all
we
> > > need.
> > > > > > > --
> > > William L. Oppenheim, M.D.
> > > woppenhe[at]ucla.edu
> > > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > > news:eb8GlcMUDHA.3712[at]tk2msftngp13.phx.gbl...
> > > > Well that is discouraging that one of the nation's largest banks no
> > longer
> > > > supports money.
> > > > > > > "Will Wilson" <willwilson[at]sbcglobal.net> wrote in message
> > > > news:uLYj$ULUDHA.1576[at]TK2MSFTNGP12.phx.gbl...
> > > > > The only thing you can do with BOA is download the statements via
> the
> > > web
> > > > > site. BOA no longer supports MS Money. They will support the
> > > downloading
> > > > > of the statements, but only thru the web site and not
automatically.
> > > They
> > > > > discontinued support for Money either at the end of last year or
the
> > > first
> > > > > of this year. They now only support Quicken for complete
automation
> > and
> > > > > online banking
> > > > > > > > > > > > > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > > > > news:uhKsx7JUDHA.556[at]TK2MSFTNGP12.phx.gbl...
> > > > > > Do direct statments with Bank Of America work with Money2004. I
am
> > > kinda
> > > > > > guessing not since I don't think it's an MS issue, but a BOA
> issue,
> > > but
> > > > I
> > > > > > thought I would ask anyway
> > > > > > > > > > > Thanks!
> > > > > > > > > > > > > > > > > > > > > > > > > > > > >
  #1  
Old 07-27-2003, 03:08 PM
Derek
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

You gotta love those deals that work for the companies and ignore the
consumer!

"Doug Edwards" <dedwards[at]dellmail.com> wrote in message
news:edLUiyqUDHA.2308[at]TK2MSFTNGP12.phx.gbl...
- quote -

> Yes, www.bankofamerica.com will support downloading both OFX (for Money)
and
> QFX (for Quicken). Bank of America made a deal with Intuit so that only
> Quicken and QuickBooks will have Direct Connect. They are still in the
> process of aligning the former NationsBank and BankAmerica IT operations.
> DAE
> "William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
> news:uGkOBteUDHA.1396[at]tk2msftngp13.phx.gbl...
> > Will they still provide the OFX download option?? that is really all we
> > need.
> > > > --
> > William L. Oppenheim, M.D.
> > woppenhe[at]ucla.edu
> > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > news:eb8GlcMUDHA.3712[at]tk2msftngp13.phx.gbl...
> > > Well that is discouraging that one of the nation's largest banks no
> longer
> > > supports money.
> > > > > "Will Wilson" <willwilson[at]sbcglobal.net> wrote in message
> > > news:uLYj$ULUDHA.1576[at]TK2MSFTNGP12.phx.gbl...
> > > > The only thing you can do with BOA is download the statements via
the
> > web
> > > > site. BOA no longer supports MS Money. They will support the
> > downloading
> > > > of the statements, but only thru the web site and not automatically.
> > They
> > > > discontinued support for Money either at the end of last year or the
> > first
> > > > of this year. They now only support Quicken for complete automation
> and
> > > > online banking
> > > > > > > > > > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > > > news:uhKsx7JUDHA.556[at]TK2MSFTNGP12.phx.gbl...
> > > > > Do direct statments with Bank Of America work with Money2004. I am
> > kinda
> > > > > guessing not since I don't think it's an MS issue, but a BOA
issue,
> > but
> > > I
> > > > > thought I would ask anyway
> > > > > > > > > Thanks!
> > > > > > > > > > > > > > > > > > >
 
Old 07-25-2003, 01:59 PM
Doug Edwards
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

Yes, www.bankofamerica.com will support downloading both OFX (for Money) and
QFX (for Quicken). Bank of America made a deal with Intuit so that only
Quicken and QuickBooks will have Direct Connect. They are still in the
process of aligning the former NationsBank and BankAmerica IT operations.

DAE

"William L. Oppenheim, M.D." <woppenhe[at]ucla.edu> wrote in message
news:uGkOBteUDHA.1396[at]tk2msftngp13.phx.gbl...
- quote -

> Will they still provide the OFX download option?? that is really all we
> need.
> --
> William L. Oppenheim, M.D.
> woppenhe[at]ucla.edu
> "Derek" <derekb[at]nospamderekb.com> wrote in message
> news:eb8GlcMUDHA.3712[at]tk2msftngp13.phx.gbl...
> > Well that is discouraging that one of the nation's largest banks no
longer
> > supports money.
> > > "Will Wilson" <willwilson[at]sbcglobal.net> wrote in message
> > news:uLYj$ULUDHA.1576[at]TK2MSFTNGP12.phx.gbl...
> > > The only thing you can do with BOA is download the statements via the
> web
> > > site. BOA no longer supports MS Money. They will support the
> downloading
> > > of the statements, but only thru the web site and not automatically.
> They
> > > discontinued support for Money either at the end of last year or the
> first
> > > of this year. They now only support Quicken for complete automation
and
> > > online banking
> > > > > > > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > > news:uhKsx7JUDHA.556[at]TK2MSFTNGP12.phx.gbl...
> > > > Do direct statments with Bank Of America work with Money2004. I am
> kinda
> > > > guessing not since I don't think it's an MS issue, but a BOA issue,
> but
> > I
> > > > thought I would ask anyway
> > > > > > > Thanks!
> > > > > > > > > > >
  #-1  
Old 07-24-2003, 02:55 PM
William L. Oppenheim, M.D.
Guest
 
Posts: n/a
Default Re: Money2004 & Bank Of America??

Will they still provide the OFX download option?? that is really all we
need.


--
William L. Oppenheim, M.D.
woppenhe[at]ucla.edu
"Derek" <derekb[at]nospamderekb.com> wrote in message
news:eb8GlcMUDHA.3712[at]tk2msftngp13.phx.gbl...
- quote -

> Well that is discouraging that one of the nation's largest banks no longer
> supports money.
> "Will Wilson" <willwilson[at]sbcglobal.net> wrote in message
> news:uLYj$ULUDHA.1576[at]TK2MSFTNGP12.phx.gbl...
> > The only thing you can do with BOA is download the statements via the
web
> > site. BOA no longer supports MS Money. They will support the
downloading
> > of the statements, but only thru the web site and not automatically.
They
> > discontinued support for Money either at the end of last year or the
first
> > of this year. They now only support Quicken for complete automation and
> > online banking
> > > > "Derek" <derekb[at]nospamderekb.com> wrote in message
> > news:uhKsx7JUDHA.556[at]TK2MSFTNGP12.phx.gbl...
> > > Do direct statments with Bank Of America work with Money2004. I am
kinda
> > > guessing not since I don't think it's an MS issue, but a BOA issue,
but
> I
> > > thought I would ask anyway
> > > > > Thanks!
> > > > >
 

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america, bank, money2004
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