I do use Bank of America. As I use Quicken on the Windows side, I import my transactions using the Bank of America site, and that works for me. When I set up my account, I exported my quicken file into QIF format, and then used the File Import in SEE Finance to bring everything over.
Les On Jan 15, 2011, at 11:02 AM, Hai Nguyen wrote: > Good morning all, > I've attempted to use See Finance with minimal success with regards to > authenticating to my financial institution: Bank of America. Has anyone else > managed to successfully authenticate and download financial transactions from > said institution? I'm using my online banking login information to > authenticate which works when I use a browser. Any thoughts would be much > appreciated. > Regards: > Hai > > > On Jan 15, 2011, at 9:18 AM, Earle M. Harrison wrote: > >> Wow, I think the time it took for me to locate, download, install and then >> download bank transactions was no more than about 10 minutes. On first >> glance, this looks like a fantastic option for personal finances. Anybody >> know of a Mac accessible business finance option? >> >> Best, >> >> Earle Harrison >> Handy Tech North America >> >> >> On Jan 15, 2011, at 6:20 AM, Les Kriegler wrote: >> >>> Hi Jeff, >>> >>> Great! They just came out with an update which better supports VoiceOver. >>> I'm going to write the developers to thank him and request that anyone >>> who's using or interested in this product do the same. I just downloaded >>> the update and all the buttons I've encountered are now labeled. It's >>> gratifying to know that our suggestions can sometimes really make a >>> difference. >>> >>> Les >>> On Jan 10, 2011, at 7:42 PM, Jeffrey Wheatley wrote: >>> >>>> See Finance is fantastic and does everything I need. Thanks for the tip! >>>> >>>> Regards, Jeff >>>> >>>> On Dec 30, 2010, at 10:18 AM, Jude DaShiell wrote: >>>> >>>>> see finance may be useful for you.On Thu, 30 Dec 2010, Jeffrey Wheatley >>>>> wrote: >>>>> >>>>>> Hello All. I am transitioning much of my personal computing work to my >>>>>> new Mac, and am trying to find Mac replacements for my current PC >>>>>> applications. I have used Quicken for years on the PC, but I do not >>>>>> need most of its function. Basically, I log into a couple of banks, >>>>>> manually download transactions to Quicken into my couple of accounts, >>>>>> and then categorize my transactions into the funds or buckets of money >>>>>> we use for eating out, groceries and other budget areas. I make sure I >>>>>> balance with the bank, and run fund balance reports. We enter a few >>>>>> checks as well. that is it. >>>>>> >>>>>> I searched the archives a bit and saw a few references to Checkbook and >>>>>> Quicken. I have not found a 'VO supported applications' list as yet. I >>>>>> would greatly appreciate recommendations. My apologies if I have missed >>>>>> this information in my searches. >>>>>> >>>>>> Thanks and regards, Jeff >>>>>> >>>>>> -- >>>>>> You received this message because you are subscribed to the Google >>>>>> Groups "MacVisionaries" group. >>>>>> To post to this group, send email to [email protected]. >>>>>> To unsubscribe from this group, send email to >>>>>> [email protected]. >>>>>> For more options, visit this group at >>>>>> http://groups.google.com/group/macvisionaries?hl=en. >>>>>> >>>>>> >>>>> >>>>> >>>>> -- >>>>> You received this message because you are subscribed to the Google Groups >>>>> "MacVisionaries" group. >>>>> To post to this group, send email to [email protected]. >>>>> To unsubscribe from this group, send email to >>>>> [email protected]. >>>>> For more options, visit this group at >>>>> http://groups.google.com/group/macvisionaries?hl=en. >>>>> >>>> >>>> -- >>>> You received this message because you are subscribed to the Google Groups >>>> "MacVisionaries" group. >>>> To post to this group, send email to [email protected]. >>>> To unsubscribe from this group, send email to >>>> [email protected]. >>>> For more options, visit this group at >>>> http://groups.google.com/group/macvisionaries?hl=en. >>>> >>> >>> -- >>> You received this message because you are subscribed to the Google Groups >>> "MacVisionaries" group. >>> To post to this group, send email to [email protected]. >>> To unsubscribe from this group, send email to >>> [email protected]. >>> For more options, visit this group at >>> http://groups.google.com/group/macvisionaries?hl=en. >>> >> >> -- >> You received this message because you are subscribed to the Google Groups >> "MacVisionaries" group. >> To post to this group, send email to [email protected]. >> To unsubscribe from this group, send email to >> [email protected]. >> For more options, visit this group at >> http://groups.google.com/group/macvisionaries?hl=en. >> > > -- > You received this message because you are subscribed to the Google Groups > "MacVisionaries" group. > To post to this group, send email to [email protected]. > To unsubscribe from this group, send email to > [email protected]. > For more options, visit this group at > http://groups.google.com/group/macvisionaries?hl=en. > -- You received this message because you are subscribed to the Google Groups "MacVisionaries" group. To post to this group, send email to [email protected]. To unsubscribe from this group, send email to [email protected]. For more options, visit this group at http://groups.google.com/group/macvisionaries?hl=en.
