Update BofA Visa cards

Posted by Shorty on March 21, 2007, 12:14 pm

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Hi. My B of A card is not updating in Quicken. I can log into the
site directly but how do I get it to update directly into Quicken?

Thanks

Posted by Bob Wang on March 21, 2007, 12:21 pm

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Shorty:

I haven't been able to use Q2007 H&B's One Step Update & Express Web Connect
for my one BoA credit card for ages.

Every month or so, I enable EWC to see if the problem has been fixed, but
invariably, after a successful initial download, EWC fails the next day.

I just go to the web site, and download via Web Connect qfx, just like in
the old days.

Bob

P.S. I think somebody posted that BoA will enable current transaction
downloads next month.

>>>

Hi. My B of A card is not updating in Quicken. I can log into the
site directly but how do I get it to update directly into Quicken?

Thanks

Posted by Oilcan on March 21, 2007, 9:34 pm

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> Shorty:

> I haven't been able to use Q2007 H&B's One Step Update & Express Web Connect

> for my one BoA credit card for ages.

> Every month or so, I enable EWC to see if the problem has been fixed, but

> invariably, after a successful initial download, EWC fails the next day.

> I just go to the web site, and download via Web Connect qfx, just like in

> the old days.

> Bob

> P.S. I think somebody posted that BoA will enable current transaction

> downloads next month.

> Hi. My B of A card is not updating in Quicken. I can log into the

> site directly but how do I get it to update directly into Quicken?

> Thanks

Bank of America Credit Cards will only update once per month for the
vast majority of the users. This was a change when they updated their
online banking with the MBNA merger. You just follow the steps in
express web and it should work okay (all three of my former MBNA cards
are working). I believe I got an error message during the initial set-
up, but I ignored it and Quicken completed the additional steps needed
to set-up.

Posted by David Coyle on April 4, 2007, 11:25 pm

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For about two months now I have been having problems with Bank of America
website for my credit card (yes I was formerly MBNA). I actually was able
to download one statement successfully this January. Now, after I log on to
the site successfully I have been unable to go to the web page "Account
Details" where I could download statements in QFX format. Internet Explorer
7 and Firefox both came back with the error message that the web page could
not be found and to make sure I was connected to the internet.

I spent a lot of time with customer service on the phone, and finally one
agent told me that based on other issues they had seen in the past it might
be the Linksys router of my home network that could be the issue (it is a
BEFSR41 v2.0, firmware version 1.46.00). So I later used dial-up, thus not
going through the router to the DSL modem, and everything worked fine. That
is, I was able to access my account details and download a QFX format
statement that Quicken 2006 took without any difficulty.

Well, I guess this will be my workaround and I am fortunate that my dialup
is pretty fast. Still a little bit of a hassle but nothing compared to
entering all the transactions by hand. I just disable the LAN connection
and then Connect via dialup, download the statement, disconnect the dialup
and enable the LAN. Maybe it is a firewall setting that is wrong (I have
the B of A website on the exceptions list on the WinXP firewall) and I still
have a little research to do on that possibility if I find the time.

-DAC

>> Shorty:

>> I haven't been able to use Q2007 H&B's One Step Update & Express Web

>> Connect

>> for my one BoA credit card for ages.

>> Every month or so, I enable EWC to see if the problem has been fixed, but

>> invariably, after a successful initial download, EWC fails the next day.

>> I just go to the web site, and download via Web Connect qfx, just like in

>> the old days.

>> Bob

>> P.S. I think somebody posted that BoA will enable current transaction

>> downloads next month.

>> Hi. My B of A card is not updating in Quicken. I can log into the

>> site directly but how do I get it to update directly into Quicken?

>> Thanks

> Bank of America Credit Cards will only update once per month for the

> vast majority of the users. This was a change when they updated their

> online banking with the MBNA merger. You just follow the steps in

> express web and it should work okay (all three of my former MBNA cards

> are working). I believe I got an error message during the initial set-

> up, but I ignored it and Quicken completed the additional steps needed

> to set-up.

Posted by John Pollard on April 5, 2007, 10:07 am

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David Coyle wrote:

> Maybe it is a

> firewall setting that is wrong (I have the B of A website

> on the exceptions list on the WinXP firewall)

Often (always?) you need to refresh the firewall setting for
Quicken after you have applied a Quicken program update. If you
update from R3 to R4, for example, you may need to "remind" your
firewall to allow qw.exe access to the internet.

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