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Posted by sculler1x on November 27, 2006, 2:46 pm
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I worked for me too...with one gotcha. I re-imported my 2006 file to
2007, disabled all online features for my four BofA accounts, closed
Q2007 and then reopened it. I then opened in turn each of the QFX
files I had downloaded for each of my four accounts. So far so good,
yet it refused to recognize that I had both a checking and a savings
account. Depending on whether I open the Checking.QFX or Savings.QFX
file first, it will enable one or the other for One Step Update - but
not both. If I try to enable the other one, I get a message to the
effect that "All accounts at this financial institution have already
been enabled."
Oh well. Given that my savings account is pretty low traffic, I can
manually download once a month when I get my statement, I guess.
>Whaddaya know. That worked for me! Thanks Bob and Oilcan.
>
> The trick is just as Bob indicated
>> - start from the Bank of America site. The site key has no impact.
>> When you download your first set of transactions it will prompt you to
>> setup Express Webconnect. You will get an error message, but don't
>> stop. You will eventually be prompted to answer one of the three
>> questions that you provided BofA when you setup your web access.
>>
>> There are indications that you will only be able to download
>> transactions once a statement is created. I can't confirm as I done
>> use these cards on a regular basis. If this is true, it is a step
>> backwards.
>>
>> I actually have two web accounts based on how they determined the
>> primary account holder - my spouse or me. Both are setup and are
>> working as far as I can tell.
>>
>> Citibank, JPMorgan Chase, Discover and American Express offer fairly
>> stable downloads with transactions more "real time".
>>
>>
>> Bob Wang wrote:
>>> *After* you've linked by going to BoA's web site OUTSIDE of Quicken,
>>> subsequent Web connect downloads operate within Quicken just as in Q2006.
>>>
>>> The trick is that you HAVE to make the first link OUTSIDE of Quicken,
>>> otherwise you just get a broken EWC with CC-501 errors.
>>>
>>> Bob
>>>
>>> Nope, same problem. (sort of). By forced, I mean that if I want to
>>> keep everything contained in one application, my only choice is OSU
>>> with EWC. Now, it's not a huge deal to open a separate web browser to
>>> download, but shouldn't Quicken at the very least mimic the old
>>> behaviour and allow me to stay in one application?
>>>
>>> Furthermore, even though it implies EWC will work with these accounts,
>>> it doesn't - some reports on the quicken forums indicate that it may
>>> have stopped working recently.
>>>
>>> wrote:
>>>
>>>>> Did you ever find a resolution to this? I'm having exactly
>>>>> the same
>>>>> problem here in Mass.
>>>> Seems to me your problem is different.
>>>>
>>>> This user is concerned that Express Web Connect is not working.
>>>>
>>>> You said you were concerned because Quicken *forced* you to use
>>>> One Step Update (Express Web Connect) for your Web Connect
>>>> account with BofA. I find that difficult to believe; I think
>>>> there are a number of people who are having trouble with Express
>>>> Web Connect, who have successfully reverted to simple Web
>>>> Connect downloads.
>>>>
>>>> My Quicken accounts are setup for Direct downloads (One Step
>>>> Update downloads) from BofA - not Web Connect downloads; but I
>>>> can do a Web Connect download from them anytime. I just logon
>>>> to their web site, navigate to the appropriate screen, and click
>>>> the "Download" link. I can't think of any reason why you can't
>>>> do the same. I think straight Web Connect downloads are
>>>> available to any BofA user, anytime.
>>>>
>>
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