Bank of America Update

I just completed the update to Money 2005 that BoA required. After I
finished, I found that the update had created duplicates of each of the BoA
accounts I had in my file. The new accounts are now the ones linked to BoA;
presumabley the old ones no longer are.

My problem is that the new accounts do not contain the complete history.
For example, my old "Checking" account contained data extending back several
years. The new account, "Bank of America (All except CA, WA, & ID)
Checking", only contains transactions back to about August 2005.

I tried the Merge Duplicate Account function. It gave me a message that my
"Checking" account contained transactions from prior to Feb. 16, 2006 (duh!)
and that they would be deleted. Sure enough, the new account still doesn't
contain any additional transactions.

Does anyone have any suggestions for how to get my complete transaction
history into the new account?

Glenn
Sat Feb 18 07:49:06 CST 2006

David, is this new? According to the BofA website:

What version of Microsoft Money can I use with Online Banking?
In order to download your account information or access it directly
with Online Banking through Microsoft Money, you must use Microsoft Money
2000 or later versions. A monthly service fee may be assessed to use Online
Banking through Microsoft Money.



Glenn

"david_b" <david_b@discussions.microsoft.com> wrote in message
news:B3266328-1905-435D-AB92-EE7DBE8D59B4@microsoft.com...
>I just completed the update to Money 2005 that BoA required. After I
> finished, I found that the update had created duplicates of each of the
> BoA
> accounts I had in my file. The new accounts are now the ones linked to
> BoA;
> presumabley the old ones no longer are.
>
> My problem is that the new accounts do not contain the complete history.
> For example, my old "Checking" account contained data extending back
> several
> years. The new account, "Bank of America (All except CA, WA, & ID)
> Checking", only contains transactions back to about August 2005.
>
> I tried the Merge Duplicate Account function. It gave me a message that
> my
> "Checking" account contained transactions from prior to Feb. 16, 2006
> (duh!)
> and that they would be deleted. Sure enough, the new account still
> doesn't
> contain any additional transactions.
>
> Does anyone have any suggestions for how to get my complete transaction
> history into the new account?
>

Chris
Sat Feb 18 10:38:38 CST 2006

"Glenn B." <gbolton323@yahoo.com> wrote in message
news:mBFJf.541$HU.388@trnddc04...
> David, is this new?

B of A changed the connection to Money last weekend. I don't bank with B of
A but cut and pasted a message about the change from the MSN Network status
link in Money. The information is no longer on the status page. You can find
it in this newsgroup by using a search engine. Google groups works pretty
well.
--
Chris Cowles
Gainesville, FL

Art
Sun Feb 19 19:20:49 CST 2006

Your merger of accounts should have worked. At this point you can
either go to your backup and try it again and make certain when you
merge accounts you do it in the correct direction. It worked correctly
for me with my Money 2006 account. Since I still had both Money 2005
and an old Money File I also updated Money 2005 and it likewise worked.
The most interesting thing I found with Money 2006 was that it asked
me during the process of dropping the online connection to BoA and
reconnecting if the account was a duplicate of an account I already had.

For anyone else trying this the directions given in the letter mailed by
BoA pointed to a Microsoft web site for each of the versions of Money.
They did suggest performing backups during the upgrade. The two points
to backup are prior to the upgrade and before merging the accounts.



Glenn B. wrote:
"david_b" <david_b@discussions.microsoft.com> wrote in message
news:B3266328-1905-435D-AB92-EE7DBE8D59B4@microsoft.com...

>I just completed the update to Money 2005 that BoA required. After I
>finished, I found that the update had created duplicates of each of the
>BoA
>accounts I had in my file. The new accounts are now the ones linked to
>BoA;
>presumabley the old ones no longer are.
>
>My problem is that the new accounts do not contain the complete history.
>For example, my old "Checking" account contained data extending back
>several
>years. The new account, "Bank of America (All except CA, WA, & ID)
>Checking", only contains transactions back to about August 2005.
>
>I tried the Merge Duplicate Account function. It gave me a message that
>my
>"Checking" account contained transactions from prior to Feb. 16, 2006
>(duh!)
>and that they would be deleted. Sure enough, the new account still
>doesn't
>contain any additional transactions.
>
>Does anyone have any suggestions for how to get my complete transaction
>history into the new account?
>