Unable to Link a BOFA California Account

I'm trying to link my first bank account in Money 2007, and when I select
Bank of America (California) from the list, I get a timeout and a message
that "Account Setup is unavailable." Is there some special process
required to link a California BOFA account to Money 2007?

--
Will

Are you referring to Direct Connect or MSN Money sync? The difference being
your login info comes from B of A for Direct Connect. If it's MSN Money
sync, just keep trying -- or add the account at MSN Moneycentral and it'll
sync to your MS Money.

If it's Direct Connect, for some reason you need to select 'B of A all
except WA, CA & ID' to get the screen that asks for your special login. The
instructions they mail you actually state this, which I ignored and later
realized it was correct.

"Will" <westes-usc@noemail.nospam> wrote in message
news:qNidneOPq6gg2SvbnZ2dnUVZ_tmhnZ2d@giganews.com ...
> I'm trying to link my first bank account in Money 2007, and when I select
> Bank of America (California) from the list, I get a timeout and a message
> that "Account Setup is unavailable." Is there some special process
> required to link a California BOFA account to Money 2007?
>
> --
> Will
>
>

BoA CA uses MSN Money Sync

"Chester" <nojunkmail@pretendmail.com> wrote in message
news:5E540033-E640-4D45-809C-A03B6F7BDA0F@microsoft.com...
> Are you referring to Direct Connect or MSN Money sync? The difference
> being your login info comes from B of A for Direct Connect. If it's MSN
> Money sync, just keep trying -- or add the account at MSN Moneycentral and
> it'll sync to your MS Money.
>
> If it's Direct Connect, for some reason you need to select 'B of A all
> except WA, CA & ID' to get the screen that asks for your special login.
> The instructions they mail you actually state this, which I ignored and
> later realized it was correct.
>
> "Will" <westes-usc@noemail.nospam> wrote in message
> news:qNidneOPq6gg2SvbnZ2dnUVZ_tmhnZ2d@giganews.com ...
>> I'm trying to link my first bank account in Money 2007, and when I select
>> Bank of America (California) from the list, I get a timeout and a message
>> that "Account Setup is unavailable." Is there some special process
>> required to link a California BOFA account to Money 2007?
>>
>> --
>> Will
>>
>>

I am having this same issue with BofA california. I have "kept on trying"
for 3 days, and still no luck other than - account setup is unavailable. I
have been able to update other accounts during this time.

"Will" wrote:

> I'm trying to link my first bank account in Money 2007, and when I select
> Bank of America (California) from the list, I get a timeout and a message
> that "Account Setup is unavailable." Is there some special process
> required to link a California BOFA account to Money 2007?
>
> --
> Will
>
>
>

It can use MSN Money Sync, however, B of A CA can also use Direct Connect.
You have to enroll in it, at a cost of $9.95 per month. Free with
direct-deposit; also free with some minimum balance type accounts.

Thanks though

"Art McClinton" <art.mcclinton@cox.net> wrote in message
news:xsQti.6076$Pv4.3858@newsfe19.lga...
> BoA CA uses MSN Money Sync
>
> "Chester" <nojunkmail@pretendmail.com> wrote in message
> news:5E540033-E640-4D45-809C-A03B6F7BDA0F@microsoft.com...
>> Are you referring to Direct Connect or MSN Money sync? The difference
>> being your login info comes from B of A for Direct Connect. If it's MSN
>> Money sync, just keep trying -- or add the account at MSN Moneycentral
>> and it'll sync to your MS Money.
>>
>> If it's Direct Connect, for some reason you need to select 'B of A all
>> except WA, CA & ID' to get the screen that asks for your special login.
>> The instructions they mail you actually state this, which I ignored and
>> later realized it was correct.
>>
>> "Will" <westes-usc@noemail.nospam> wrote in message
>> news:qNidneOPq6gg2SvbnZ2dnUVZ_tmhnZ2d@giganews.com ...
>>> I'm trying to link my first bank account in Money 2007, and when I
>>> select
>>> Bank of America (California) from the list, I get a timeout and a
>>> message
>>> that "Account Setup is unavailable." Is there some special process
>>> required to link a California BOFA account to Money 2007?
>>>
>>> --
>>> Will
>>>
>>>
>
>

Did you try setting it up at the MSN Money web site? In general, I've found
that I get that error a lot in Money when trying to add online access -- but
I can add it at the web site and have it sync to Money (desktop) the next
time I connect. If the account is already in Money, you'll have the option
to merge it after the sync.

"capt601" <capt601@discussions.microsoft.com> wrote in message
news:C30B8D89-8F4E-4972-A585-BBC8BEEC9824@microsoft.com...
>I am having this same issue with BofA california. I have "kept on trying"
> for 3 days, and still no luck other than - account setup is unavailable.
> I
> have been able to update other accounts during this time.
>
> "Will" wrote:
>
>> I'm trying to link my first bank account in Money 2007, and when I select
>> Bank of America (California) from the list, I get a timeout and a message
>> that "Account Setup is unavailable." Is there some special process
>> required to link a California BOFA account to Money 2007?
>>
>> --
>> Will
>>
>>
>>

If Bank of America (California) can be set up with direct connection, how
come it requires a Windows Live ID? I think you are confusing it with Bank
of America (All but CA, ID, WA). When I last asked someone inside BoA in
the know as to when they would provide direct connect to CA, ID and WA they
indicated they did not expect that it would happen.

"Chester" <nojunkmail@pretendmail.com> wrote in message
news:C2BE2D74-C1CA-4608-9AF7-9463D18D9FA7@microsoft.com...
> It can use MSN Money Sync, however, B of A CA can also use Direct Connect.
> You have to enroll in it, at a cost of $9.95 per month. Free with
> direct-deposit; also free with some minimum balance type accounts.
>
> Thanks though
>
> "Art McClinton" <art.mcclinton@cox.net> wrote in message
> news:xsQti.6076$Pv4.3858@newsfe19.lga...
>> BoA CA uses MSN Money Sync
>>
>> "Chester" <nojunkmail@pretendmail.com> wrote in message
>> news:5E540033-E640-4D45-809C-A03B6F7BDA0F@microsoft.com...
>>> Are you referring to Direct Connect or MSN Money sync? The difference
>>> being your login info comes from B of A for Direct Connect. If it's MSN
>>> Money sync, just keep trying -- or add the account at MSN Moneycentral
>>> and it'll sync to your MS Money.
>>>
>>> If it's Direct Connect, for some reason you need to select 'B of A all
>>> except WA, CA & ID' to get the screen that asks for your special login.
>>> The instructions they mail you actually state this, which I ignored and
>>> later realized it was correct.
>>>
>>> "Will" <westes-usc@noemail.nospam> wrote in message
>>> news:qNidneOPq6gg2SvbnZ2dnUVZ_tmhnZ2d@giganews.com ...
>>>> I'm trying to link my first bank account in Money 2007, and when I
>>>> select
>>>> Bank of America (California) from the list, I get a timeout and a
>>>> message
>>>> that "Account Setup is unavailable." Is there some special process
>>>> required to link a California BOFA account to Money 2007?
>>>>
>>>> --
>>>> Will
>>>>
>>>>
>>
>>

It's confusing, but I'm not confused -- you are I live in WA but actually
have my B of A checking in CA just so I can use Direct Connect. Works
great -- integrated BillPay and all. CA offers it, WA doesn't. You can
also set it up to just sync transactions via MSN Money Sync, which sounds
like what you're doing. Sounds like your inside person isn't all that much
'in the know'...

"Art McClinton" <art.mcclinton@cox.net> wrote in message
news:BA6ui.24917$rH6.4076@newsfe22.lga...
> If Bank of America (California) can be set up with direct connection, how
> come it requires a Windows Live ID? I think you are confusing it with
> Bank of America (All but CA, ID, WA). When I last asked someone inside
> BoA in the know as to when they would provide direct connect to CA, ID and
> WA they indicated they did not expect that it would happen.

If that is the case then please help the original requestor who could not
figure out how to set it up. I am not from the west coast and have no
difficulty with BoA direct connect. The requestor had problems with the
Cash Edge connection to BoA CA. I have verified that under Money 2007. I
then checked and my version of Money 2007 when I tried to set up an account
with BoA (CA) likewise asked for Windows Live ID. You seem to know
something that the group does not so it would be nice for you to share it.

"Chester" <nojunkmail@pretendmail.com> wrote in message
news4E17168-C91E-4EE2-A041-C9C952C96B8C@microsoft.com...
> It's confusing, but I'm not confused -- you are I live in WA but
> actually have my B of A checking in CA just so I can use Direct Connect.
> Works great -- integrated BillPay and all. CA offers it, WA doesn't. You
> can also set it up to just sync transactions via MSN Money Sync, which
> sounds like what you're doing. Sounds like your inside person isn't all
> that much 'in the know'...
>
> "Art McClinton" <art.mcclinton@cox.net> wrote in message
> news:BA6ui.24917$rH6.4076@newsfe22.lga...
>> If Bank of America (California) can be set up with direct connection, how
>> come it requires a Windows Live ID? I think you are confusing it with
>> Bank of America (All but CA, ID, WA). When I last asked someone inside
>> BoA in the know as to when they would provide direct connect to CA, ID
>> and WA they indicated they did not expect that it would happen.
>
>

When I initially had difficulty setting it all up, I called the toll-free
customer service number for online services at B of A, they helped me out.
The original poster should to the same.

As far as my LiveID -- I sign in with it, not sure what that has to do with
it or why it's a source of confusion for you. Sound like you're attempting
to assist with something you're not familiar with?

I've already typed what I know, you don't appear to have read it. Either
way, if you're confused, your purchase of Money comes with telephone
support, sounds like you need it.

"Art McClinton" <art.mcclinton@cox.net> wrote in message
news:mosui.24986$rH6.2326@newsfe22.lga...
> If that is the case then please help the original requestor who could not
> figure out how to set it up. I am not from the west coast and have no
> difficulty with BoA direct connect. The requestor had problems with the
> Cash Edge connection to BoA CA. I have verified that under Money 2007. I
> then checked and my version of Money 2007 when I tried to set up an
> account with BoA (CA) likewise asked for Windows Live ID. You seem to
> know something that the group does not so it would be nice for you to
> share it.
>
> "Chester" <nojunkmail@pretendmail.com> wrote in message
> news4E17168-C91E-4EE2-A041-C9C952C96B8C@microsoft.com...
>> It's confusing, but I'm not confused -- you are I live in WA but
>> actually have my B of A checking in CA just so I can use Direct Connect.
>> Works great -- integrated BillPay and all. CA offers it, WA doesn't.
>> You can also set it up to just sync transactions via MSN Money Sync,
>> which sounds like what you're doing. Sounds like your inside person
>> isn't all that much 'in the know'...
>>
>> "Art McClinton" <art.mcclinton@cox.net> wrote in message
>> news:BA6ui.24917$rH6.4076@newsfe22.lga...
>>> If Bank of America (California) can be set up with direct connection,
>>> how come it requires a Windows Live ID? I think you are confusing it
>>> with Bank of America (All but CA, ID, WA). When I last asked someone
>>> inside BoA in the know as to when they would provide direct connect to
>>> CA, ID and WA they indicated they did not expect that it would happen.
>>
>>
>
>