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Bank of america

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Terry

02 Nov, 2017 02:22 AM

help needed to set up a connection with Bank of America

1. 1 Posted by dwg on 02 Nov, 2017 02:47 AM

   

   This response was taken from earlier posts on this topic:

   Bank of America dropped their support for new customers for their direct OFX connection service last year. Moneydance requires this service in order to talk directly to a bank.

   However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. There is no knowing how long this will continue to work, but you can try connecting with these settings:

   Institution ORG: HAN
   Institution ID: 5959
   OFX Server URL: https://eftx.bankofamerica.com/eftxweb/access.ofx

   You can enter these by going the Online->"Setup Online Banking" menu item and then clicking on the Advanced Setting button. Again, this will only work if your account has already been activated for direct connections.

   If you haven't enabled direct connect with Bank of America previously, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.

   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

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2. System closed this discussion on 01 Feb, 2018 02:50 AM.