Download B of A account info

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Download B of A account info

Postby cruscntrl » Sun Sep 28, 2008 8:20 pm

I am on a Mac. I have established an account (my B of A checking account) and I have established a connection. I have put my online account ID and Password and Bank of America FID 6805 and OFX server url... https://ofx.bankofamerica.com/cgi-forte ... ename=bofa for Bank of America in California. QMOFX 1600 and have established a connection with the bank.
When I click on the download arrow. It gives me an error message that 'there are no accounts linked to a bank please set up bank connection first'.

However the bank connection is already setup.
Any advice.
Thanks,
cruscntrl
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Re: Download B of A account info

Postby mthadm » Sun Sep 28, 2008 10:29 pm

There are 2 steps when you setup a bank connection, first one needs to click on a 'Test' button to check whether connection can be established and when that goes through successfully clicking on 'Ok' button will save the connection information. To validate that your accounts are setup for direct downloads you can switch to Accounts Manager tab, enable Online column and see whether accounts have a little transmitting radio icon in the Online column.

If you properly setup BofA then it would have this radio icon in the Accounts Manager tab view, would you please confirm that you have it setup properly ?

Thanks
---
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Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Download B of A account info

Postby cruscntrl » Sun Sep 28, 2008 11:09 pm

The Test button worked and the reply was that a connection with the B of A had been established.
I pressed the save button to save the setting.

However the account does not show as being live when the online column is active.

So is the established connection not connecting with the account or is there another problem with the connection to the bank itself.
I had previously called the bank and they had enable Quickbooks download for me.
cruscntrl
 
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Joined: Sun Sep 28, 2008 8:13 pm

Re: Download B of A account info

Postby mthadm » Sun Sep 28, 2008 11:15 pm

Just to be safe here, if you repeat the steps again, Test/Save/check Account Manager, the account still not turning into online enabled ?
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Download B of A account info

Postby cruscntrl » Sun Sep 28, 2008 11:32 pm

Yes,
'Connection to Bank of America (California) has been established.'

Click OK and then click SAVE

Go To Account Manager with 'online' column enabled. Does not show live..
cruscntrl
 
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Re: Download B of A account info

Postby mthadm » Sun Sep 28, 2008 11:40 pm

Could you please get the latest version of My Money from
http://www.mthbuilt.com/download.html

Once installed please create a new test database, please repeat the sign up process


If account doesn't turn into download enabled we would like to see the connection logs. Please take a look at
http://wiki.mthbuilt.com/How_to_debug_Bank_connection for how to capture those

Once you have them please private message them to us, please remove user names and passwords before sending out to us

Thanks
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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Re: Download B of A account info

Postby cruscntrl » Mon Sep 29, 2008 12:22 am

Downloaded new software. Tried everything again with no luck.

created a log file.

This message is not allowing me to post an attachment with pdf or rtf or txt..
Please advise on sending an attachment
cruscntrl
 
Posts: 4
Joined: Sun Sep 28, 2008 8:13 pm

Re: Download B of A account info

Postby mthadm » Mon Sep 29, 2008 9:07 am

We got the attachment, thanks

Give us couple of days to go over it, we will message you when we have a resolution
---
MTH Software

Reminder: MTH Software employees will never ask for the username and password for any of your banking or credit card accounts.
Please do not provide this information when using our contact form.

My Money download page: http://www.mthbuilt.com/download.html
My Money manual: http://wiki.mthbuilt.com/My_Money_2.0_Manual
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mthadm
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Posts: 1056
Joined: Mon May 05, 2008 12:58 am


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