Bank of America credit card and Q2004

Posted by Colonel Blip on September 9, 2006, 12:07 pm

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Hello, All!

I was wanting to get my B of A credit card transactions via one-step update
using Q2004. It appears that this can not be done. At best, one is simply
sent to a web page to log in. Anyone have any advice on how to do this?

Thanks,
Colonel Blip.
E-mail: colonelblip.no.spam.please@bigfoot.com

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Posted by danbrown on September 9, 2006, 12:56 pm

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Colonel Blip wrote:

> Hello, All!

> I was wanting to get my B of A credit card transactions via one-step update

> using Q2004. It appears that this can not be done. At best, one is simply

> sent to a web page to log in. Anyone have any advice on how to do this?

While there is only 1 BofA, the services available vary depending upon
where the account is located and what type of account you have. For
further info within Q, click Online-> Participating Financial
Institutions.

Second, if Intuit's prior actions are any indicator, Q 2004 is going to
be "sunsetted" in April 2007 ... which means you will have NO online
conectivity to ANY FI. I'd suggest that you upgrade to a more recent
version of the software. Versions prior to 2007 can usually be found
of Ebay and the like.

db

Posted by Colonel Blip on September 9, 2006, 3:12 pm

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Hello, danbrown!
You wrote on 9 Sep 2006 09:56:47 -0700:

The BofA is "All other states" and I have all of the necessary id's and
codes. In fact, I have downloaded transactions into Q2004 from the web site.
But I've not been able to do it from within Q w/o intervention on the web
site.

Re: q07, I'm expecting I will have to (and will) upgrade then end of this
year when the bundles start showing up to sell TTax.

Thanks,

Colonel Blip.
E-mail: colonelblip.no.spam.please@bigfoot.com

d> Colonel Blip wrote:
??>> Hello, All!
d> While there is only 1 BofA, the services available vary depending upon
d> where the account is located and what type of account you have. For
d> further info within Q, click Online-> Participating Financial
d> Institutions.

d> Second, if Intuit's prior actions are any indicator, Q 2004 is going to
d> be "sunsetted" in April 2007 ... which means you will have NO online
d> conectivity to ANY FI. I'd suggest that you upgrade to a more recent
d> version of the software. Versions prior to 2007 can usually be found
d> of Ebay and the like.

d> db

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Posted by Lisa C on September 10, 2006, 11:02 am

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> Hello, danbrown!

> You wrote on 9 Sep 2006 09:56:47 -0700:

> The BofA is "All other states" and I have all of the necessary id's and

> codes. In fact, I have downloaded transactions into Q2004 from the web

> site. But I've not been able to do it from within Q w/o intervention on

> the web site.

And you should not expect to in the near future.

The access to FI information is controlled by each individual FI -- and not
by the folks at Intuit. Many financial institutions offer access through
their own web portal, thus controlling security. Some of these sites offer
webconnect for download, some use the more antiquated (and no longer
supported) QIF format. Some FI's do not offer ANY integration with personal
finance programs.

From my personal experience, Bank of America offers webconnect download from
their portal. American Express does this as well. Discover offers download
w/o any need to connect to the web.

Posted by John Pollard on September 10, 2006, 11:14 am

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>> Hello, danbrown!

>> You wrote on 9 Sep 2006 09:56:47 -0700:

>> The BofA is "All other states" and I have all of the

>> necessary id's and codes. In fact, I have downloaded

>> transactions into Q2004 from the web site. But I've not been

>> able to do it from within Q w/o intervention on the web site.

> And you should not expect to in the near future.

> The access to FI information is controlled by each individual

> FI -- and not by the folks at Intuit. Many financial

> institutions offer access through their own web portal, thus

> controlling security. Some of these sites offer webconnect for

> download, some use the more antiquated (and no longer

> supported) QIF format. Some FI's do not offer ANY integration

> with personal finance programs.

> From my personal experience, Bank of America offers webconnect

> download from their portal. American Express does this as

> well. Discover offers download w/o any need to connect to the

> web.

>> Hello, danbrown!

>> You wrote on 9 Sep 2006 09:56:47 -0700:

>> The BofA is "All other states" and I have all of the

>> necessary id's and codes. In fact, I have downloaded

>> transactions into Q2004 from the web site. But I've not been

>> able to do it from within Q w/o intervention on the web site.

> And you should not expect to in the near future.

> The access to FI information is controlled by each individual

> FI -- and not by the folks at Intuit. Many financial

> institutions offer access through their own web portal, thus

> controlling security. Some of these sites offer webconnect for

> download, some use the more antiquated (and no longer

> supported) QIF format. Some FI's do not offer ANY integration

> with personal finance programs.

> From my personal experience, Bank of America offers webconnect

> download from their portal. American Express does this as

> well. Discover offers download w/o any need to connect to the

> web.

BofA does offer Web Connect as the default. But they offer
Direct downloads, it's just that you have to pay for them.
Either pay a monthly fee, open a certain account type which
requires minimum balances, or do direct deposit. I can't say
for certain that the BofA credit card is treated the same, but I
am guessing that it is possible to get direct downloads for
their credit card.

Also, once Intuit works out the bugs in its new feature, Express
Web Connect, users of Q2007 and later will be able to get
near-direct downloads from web connect accounts.

--
John Pollard
First initial underscore Last name at mchsi dot com
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