Microsoft Money® Frequently Asked Questions

Yes. You can download information from Online Banking to Microsoft Money software. Get detailed information explaining the download process by choosing Help when you are signed in to Online Banking.
You can also access your accounts and pay bills directly through your Microsoft Money software by utilizing Bank of America's Direct Connect service. A monthly service fee may be assessed by Bank of America to use the Bank of America Direct Connect service through Microsoft Money.

In order to download your account information or access it directly with Online Banking through Microsoft Money, you must use Microsoft® Money Plus (2007 or later version) installed on your computer. A monthly service fee may be assessed by Bank of America to use the Bank of America Direct Connect service through Microsoft Money.

NOTE: Even though you may be able to use older versions of Microsoft Money software, Microsoft only provides technical support for the three most current versions of Money. For more information, please visit the Microsoft Money home page at http://support.microsoft.com.

Direct Connect is a feature that simplifies the download process when you use Microsoft Money financial management software. Direct Connect allows you to automatically download and reconcile your transactions all in one easy step.

With Direct Connect, you can transfer funds between your checking, savings and money market accounts.

Instructions for setting up and paying bills in Microsoft Money are available in the user guide that came with your software and in the Help menu. You can also find the user guide for your software at http://www.microsoft.com/money/support.mspx.

Signing up for Direct Connect automatically gives you access to Online Banking with Bill Pay at www.bankofamerica.com. Both services share information, even with bill payments. When you pay bills with one service, they will be automatically reflected on the other service.