downloading bank transactions
First of all quicken will not connect with BOA so I have to go to BOA website and download the transactions. When doing so each time I have to save the transactions, then quicken opens up and excepts the transactions. There has to be an easier way to do this??? Can quicken just simply except the transactions with me saving them to computer.
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When did the issue first start happening?
Have you tried deactivating and reactivating your BOA accounts in Quicken:
Deactivate Accounts: https://www.quicken.com/support/deactivate-online-banking-services-quicken-account
Reactivate Accounts: https://www.quicken.com/support/reactivating-deactivated-account
Please let us know if this works for you or if you have any other questions.
Respectfully,
~ Quicken Harold.
Community Moderator
First, knowing your particular release information about Quicken helps narrow the problem that you are having. Second, knowing how you are trying to connect helps, too. I successfully use Direct Connect but BOA did have an security upgrade that I had to go through so that my Quicken connection to my BOA accounts would work. That information is in the links that Harold provided. Third, I'm a long time Quicken/BOA user and my connection suddenly stopped working about two years ago. I had to run super-validate on my Quicken file to get it started again. My BOA connection has worked fine since. I suspected a problem during a Quicken upgrade but don't have any evidence to support that being the cause of my issues.
I manually input all of my own transactions. I tweaked Quicken's settings about memorized transactions and most of the ones that I try to enter will mostly pre-fill from my transaction history. I use the BOA connection to validate my inputs with almost all of them auto-matching. This process has been working solidly for more than a year for me and I do it at least once every day.
I suspect that your computer's Quicken installation can do the same as mine. It might take some work on your part to figure out more specifically why yours isn't and asking more specific questions about the problems that you have.
1. Back up your data
2. Deactivate all of your BOA accounts, even if some of them are working
3. Run Supervalidate. Hold CTL and Shift keys down while selecting File, then File Operations and then Validate and Repair. You should now see supervalidate. Mine did not show any errors but there is a text file report and if there are errors, you probably should pursue those first.
4. Pick one BOA account and attempt to activate it. I'm running Direct Connect to BOA. If you are doing something different, you procedure to do reactive might be different. When I activated one account, the process found all of the others. Be sure to use "link" and associate the accounts found with your existing accounts - be careful to link the right ones since the names may not be consistent.
I've only had one situation where I had to deactivate and reactivate since I went through the listed process and that was with Chase, not BOA>
can continue to use it, but new customers don't get the option. They can
only get Express Web Connect. I don't know why this is the case or what
the cutoff date was. But it explains why different B of A customers have different experiences with Quicken.
"Bank of America - Quicken" only connects via Express Web Connect. "Bank of America-All Other States" can use Direct Connect.
So if you have used DC in the past and suddenly find you're stuck with EWC, you should try to reconnect the account(s) to "Bank of America-All Other States" and see whether DC still works.
Could you help me with the fact that I have to save the download each time from the web? I would think that quicken would simply open these type of files without all the extra steps. Thank you so much for the help.