cannot connect to online banking
I just downloaded a trial version. When I try to use the online banking feature, it asks me to connect with my email greyed out. When I click I get an error message that moneydance was unable to connect. Not a great start to trying out your software.
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1 Posted by jeff_l on 12 Nov, 2024 06:46 AM
Did you follow one of the methods outlined in the knowledge base, see url below.
https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...
Fellow User
Support Staff 2 Posted by Maddy on 12 Nov, 2024 01:00 PM
Hi Tara,
Thank you for contacting Moneydance support.
After subscribing to Moneydance +, you should activate your subscription as outlined here.
Then, You should navigate to the bank's website to check that your accounts are individually enabled for third party access and they do not require a one-time authorization password, for instance.
You should also ensure that your accounts are assigned as described in this article.
Finally, if you have a firewall, VPN, antivirus software or any other software that might be blocking Moneydance's access to the internet, you could try disabling it and see if you're able to connect then.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
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Maddy, Infinite Kind Support