We are in the process of changing banks. Our current bank has direct Connect
and it has been <almost> a breeze downloading the transactions from within
We are switching to BoA which does not have Direct Connect. I have to
manually download the transactions from their website and import the file
How do I deal with the mixture of download types while we phase out our old
bank? I'm not sure what to expect or do when I hit the update button.
BofA does have direct downloads; but you probably have to pay
for them one way or the other. Sometimes $7 a month or so, or
by getting an Advantage account which basically gives you direct
download if you maintain certain balances; the rules vary
depending on what type of accounts you have.
BofA, in fact, offers every type of download that Quicken
accepts: direct, web-connect, and QIF. Web-connect and QIF file
downloads are free. What type of download were you anticipating
I'm not sure how to answer this because I don't understand what
your real dilemma is. Are you setting up a new account for B of
A? (I would). If so, download to BofA using the rules
associated with the type download you are using. (If that is
part of you question, let us know and tell us what download
type) - and download to your old account just as you always
have. Soon, you will have all your money transferred to BofA
and you can deactivate the old account for transaction download.
First initial underscore Last name at mchsi dot com
I guess it is the webconnect version which is what I have with our other
Fleet/BoA accounts. It is still a manual process. I just signed up for the
Quicken enrollment for this new account so it will be 24hrs before I can
actually try setting up the account in Q04. I didnot realise that I needed
to sign up for anything so I'll have to wait until tomorrow to see how this
works. The account is a MyAccess Checking account if that helps any.
I am setting up a new account in a Q file that also has 2 older accounts
that are Direct Connect. So now I have 2 Direct connect accounts plus a
Webconnect account. For the Webconnect account I have to manually download
and import the data file while the DC does it automatically. When I hit The
one-step update button will Q download the DC accounts plus go to the BoA
site so that I can download/import the webconnect data? I'm not sure how it
will work with a mixture of download types.
Your DC accounts will download through One Step Update, but with your
Webconnect accounts the procedure is different. You go online to the bank's
site and manually download the webconnect data file. When asked if you want
to Open it or Save it, save it to your desktop. Next, close the bank's site
and double click on the Webconnect file that is on your desktop. It will
import the data into Quicken. If Quicken is open when you do it, you will
see the import immediately. If Quicken is not open, clicking on the
Webconnect file will open Quicken, import the data, then close Quicken.
One-step update will only download from direct connect FIs.
For Web connect you can click on the "Update" link in the Register Menu Bar.
That will then take you to a web browser login to your FI's website. From
there you have to navigate to the appropriate download page and click on
download. Once the file starts to download, Windows asks if you want to
Save or Run the file. If you save it, you have to then manually import the
file. If you run the file, Quicken will automatically process the file and
place incoming transactions in the Compare to Register area.
Which Bank of America? I've got an account with them here in Texas, and you
set it up as Bank of America - All Other States. It works with Q2005 Direct
Connect just fine. It's a joint account, and my husband and I keep separate
Quicken databases on 2 separate computers, and haven't experienced a single
problem with keeping it all up-to-date.
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