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Posted by Cranky Dude on October 23, 2007, 8:46 am
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Laura wrote:
>> John Pollard wrote:
>>> Cranky Dude wrote:
>>>> Yesterday I tried about five times to do an Online update of my Bank
>>>> of America credit card, downloading to Quicken Deluxe 2006, and each
>>>> time Quicken tried to create a new account called "Credit card for
>>>> Bank of America Other States." There was no option to import data
>>>> into the existing account. I had to manually enter all the data off
>>>> my statement.
>>>> Did BoA change something so that it isn't recognized? Even if they
>>>> did change something, why doesn't Q2006 Deluxe let me specify which
>>>> account to import data into? That option was grayed out. What can I
>>>> do to match BoA to the existing account?
>>>
>>> If Quicken doesn't know which account the downloaded transactions are
>>> for, you can not tell Quicken to use an account that is already
>>> activated for downloading.
>>>
>>> Make sure the account you want Quicken to assign the transactions to
>>> is Deactivated for transaction download. [Overview tab/button, Change
>>> Online Services.]
>>>
>>
>> Thanks John. BoA is not one of my accounts that is activated for
>> transaction download because BoA doesn't work that way. BoA requires
>> Web Connect for updating. However, when I get home, I'll take a look
>> at my accounts just to make sure.
>
> Since when? My BoA accounts (checking, savings & credit cards) all are
> downloading transactions using Direct connect method. I don't use the
> web connect for updating. They are a Bank of America; Other states set
> of accounts.
>
> Have you tried activating it for downloading instead of using the web
> connect?
I can't. I only have a BoA credit card; I don't have a checking or
savings account. BoA will only do Web Connect for me. If I had an
account and maintained a minimum balance, then I'd be able to directly
download.
CD
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