Anyone use BofA + Quicken/Quickbooks - GoFuckYourself.com

96ukssob · 04-01-2010, 04:12 PM

Im getting more and more pissed at this bank everyday...

I called in this morning and was told that I could download my statements into Quicken from 2009. So I go and buy Quicken only to find out I can't do that. I spend about an hour on the phone with morons at BofA and they are saying now that I can only download the last 90 days

WTF???

Anyone use BofA and know how to download statements or convert their TXT or PDF files into something of use (quickbooks, quicken, excel, etc)?

Here is what their site says:

Quote:

Originally Posted by Bank of America

a) Download and save your transactions/statement information as a QIF file:

1. Go to the Bank of America online statement that you want to download and import.
2. Click the Download link at the top of your screen.
3. On the Statement Download screen choose the statement period you wish to download and select the appropriate QIF file type.
4. Click "Create Download File".
5. You will get a message window from your browser. Click the "Save File" button.
6. This brings up a "Save As" box (similar to the "save as" function in MS Word and Excel).
7. Choose the directory where you want to save the file (e.g. c:\download).
8. Choose a file name. Any file name will work, but make sure that the extension is ".qif". For example you could use: statement.qif or account.qif. (This is similar to saving a MS Word file as ".doc" or an MS Excel file as ".xls")

Domain Broker · 04-01-2010, 04:16 PM

maybe you should have someone with a brain do this for you.

baddog · 04-01-2010, 04:25 PM

We do. You can set the dates you want to download, never noticed if there was a 90 day limit though.

96ukssob · 04-01-2010, 04:38 PM

Quote:

Originally Posted by baddog

We do. You can set the dates you want to download, never noticed if there was a 90 day limit though.

BofA support is horrible.

You can download with using an account and routing # plus your pin through Quicken OR you can export the last 343 days in your Account Summary tab.

The problem is I need to get either PDFs into Excel or something for it to be useful. I have from 4/23 to 12/31 but the rest looks like I'll just have to do manually

xxweekxx · 04-01-2010, 04:43 PM

bofa sux a lot

PersianKitty · 04-01-2010, 04:47 PM

I've pulled from their downloads into Quickbooks for several years with no problem. I've also pulled from their comma-delimited format into Excel.

GrouchyAdmin · 04-01-2010, 04:59 PM

Quote:

Originally Posted by PersianKitty

I've pulled from their downloads into Quickbooks for several years with no problem. I've also pulled from their comma-delimited format into Excel.

As noted before, maybe you should get an adult to help.

baddog · 04-01-2010, 05:05 PM

Lace · 04-01-2010, 05:48 PM

Wish I could help but I only used Quicken and BofA and Wach for a short period.

Not sure if BofA charged me but Wachovia was charging me to use Quicken with their online service. Wtf kind of bullshit is that?

gleem · 04-01-2010, 06:19 PM

use the qif import/export not the webconnect.

04-01-2010, 04:43 PM	#5
xxweekxx Confirmed User Join Date: Oct 2002 Posts: 6,780	bofa sux a lot __________________ _________________ I am the best

04-01-2010, 04:47 PM	#6
PersianKitty Meow Media Inc. Industry Role: Join Date: Jul 2001 Location: In the valley of the sun, cactus, tacos, tequila, and nod Posts: 7,785	I've pulled from their downloads into Quickbooks for several years with no problem. I've also pulled from their comma-delimited format into Excel. __________________ Wondering what webmaster programs PK uses? Check them out here!

04-01-2010, 06:19 PM	#10
gleem Confirmed User Industry Role: Join Date: Jun 2001 Location: Sunny Land Posts: 5,593	use the qif import/export not the webconnect. __________________ Contact me: \\// E: webmaster /at/ unprofessional.com

04-01-2010, 04:16 PM	#2
Domain Broker So Fucking Banned Industry Role: Join Date: Oct 2004 Posts: 2,427	maybe you should have someone with a brain do this for you.

04-01-2010, 04:25 PM	#3
baddog So Fucking Banned Industry Role: Join Date: Apr 2001 Location: the beach, SoCal Posts: 107,089	We do. You can set the dates you want to download, never noticed if there was a 90 day limit though.

04-01-2010, 05:05 PM	#8
baddog So Fucking Banned Industry Role: Join Date: Apr 2001 Location: the beach, SoCal Posts: 107,089

04-01-2010, 05:48 PM	#9
Lace Too lazy to set a custom title Industry Role: Join Date: Mar 2004 Posts: 16,116	Wish I could help but I only used Quicken and BofA and Wach for a short period. Not sure if BofA charged me but Wachovia was charging me to use Quicken with their online service. Wtf kind of bullshit is that?