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Subject Author Date
Q07 - Bank of America and 1 Step Update Problem -jeff 08-22-2006
Posted by -jeff on August 22, 2006, 3:23 pm
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 I am having problems getting my BoA accounts working with Q07's 1 step
update. I have four accounts with BoA and I only track two through
Quicken. Each account works fine if I update them without using the
one step update. If I activate the 1 step update, it logs in and finds
the four accounts which then lets me link them to my Quicken accounts
(Checking and Savings) or tell Quicken that I don't track the accounts
in Quicken.

All seems to be fine, but after doing the 1SU the transactions from
both of the tracked accounts are combined into the Savings account.
The issue seems to be that when setting up the 1SU, the Checking
account gets the account number of the linked savings account. The
linked savings account has roughly the same account number but the
leading number is a 1 instead of a zero (00012345678 vs. 00002345678).

I've tried disabling and re-enabling the web connect and one step
update but the problem always reappears after I try to activate the 1
Step Update. I have a feeling that if I could go into the account
number and remove the leading 1 for the checking account, it would
work.

Anyone else seen this problem? I've reported it to BoA but haven't
heard anything from them to date.

-jeff

Posted by John Pollard on August 22, 2006, 4:03 pm
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>I am having problems getting my BoA accounts working with Q07's
>1 step
> update. I have four accounts with BoA and I only track two
> through
> Quicken. Each account works fine if I update them without
> using the
> one step update. If I activate the 1 step update, it logs in
> and finds
> the four accounts which then lets me link them to my Quicken
> accounts
> (Checking and Savings) or tell Quicken that I don't track the
> accounts
> in Quicken.
>
> All seems to be fine, but after doing the 1SU the transactions
> from
> both of the tracked accounts are combined into the Savings
> account.
> The issue seems to be that when setting up the 1SU, the
> Checking
> account gets the account number of the linked savings account.
> The
> linked savings account has roughly the same account number but
> the
> leading number is a 1 instead of a zero (00012345678 vs.
> 00002345678).
>
> I've tried disabling and re-enabling the web connect and one
> step
> update but the problem always reappears after I try to
> activate the 1
> Step Update.

> I have a feeling that if I could go into the account
> number and remove the leading 1 for the checking account, it
> would
> work.

Why can't you change the account number? (When the account is
Deactivated for Transaction Download, of course.)

FWIW: I download to BofA; my account numbers are 12 digits, your
examples are only 11. May mean nothing, but just in case ....

> Anyone else seen this problem? I've reported it to BoA but
> haven't
> heard anything from them to date.
>
> -jeff



Posted by jeff on August 22, 2006, 5:19 pm
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wrote:

>> I have a feeling that if I could go into the account
>> number and remove the leading 1 for the checking account, it
>> would work.
>
>Why can't you change the account number? (When the account is
>Deactivated for Transaction Download, of course.)
>
>FWIW: I download to BofA; my account numbers are 12 digits, your
>examples are only 11. May mean nothing, but just in case ....
>

The problem is that activating the 1 step update puts the wrong number
in the Checking account number box and then grays it out so I can't
change it. Right now I have 1 step deactivated for the Checking and I
can download the account info from the BofA web site into the correct
account without any problem.

Every time 1 step update is activated the Checking account number
changes to the Savings account number and Quicken doesn't allow it to
be edited. I need to reverse the account number change that 1 step
update activation does. I don't know if it is possible to do this.

Out of curiosity, do you have account numbers that only differ by the
most significant digit? My account #s are also 12 digits. 0000 XXXX
XXXX for checking and 0001 XXXX XXXX for savings.





Posted by John Pollard on August 22, 2006, 9:17 pm
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> On Tue, 22 Aug 2006 20:03:31 GMT, "John Pollard"
> wrote:
>
>>> I have a feeling that if I could go into the account
>>> number and remove the leading 1 for the checking account, it
>>> would work.
>>
>>Why can't you change the account number? (When the account is
>>Deactivated for Transaction Download, of course.)
>>
>>FWIW: I download to BofA; my account numbers are 12 digits,
>>your
>>examples are only 11. May mean nothing, but just in case ....

> The problem is that activating the 1 step update puts the
> wrong number
> in the Checking account number box and then grays it out so I
> can't
> change it.

> Right now I have 1 step deactivated for the Checking and I
> can download the account info from the BofA web site into the
> correct
> account without any problem.

Well that's peculiar. If you do a Web Connect download (one
initiated at the fi's web site) to a Quicken account that is not
Activated, the Web Connect download should Activate the account.

> Every time 1 step update is activated the Checking account
> number
> changes to the Savings account number and Quicken doesn't
> allow it to
> be edited. I need to reverse the account number change that 1
> step
> update activation does. I don't know if it is possible to do
> this.

As far as I know, you can not change that kind of account
information when the account is Activated.

> Out of curiosity, do you have account numbers that only differ
> by the
> most significant digit? My account #s are also 12 digits. 0000
> XXXX
> XXXX for checking and 0001 XXXX XXXX for savings.

No, my two account numbers are not even close, but I think
that's because I set up the checking account years after I setup
the savings account.

What happens if you create a New Quicken file, and setup just
the two BofA accounts, then Activate them for Download.



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