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Transfer to WSin11, Citibank downloads

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Alex Moraru

21 May, 2026 05:34 PM

Again, I cannot the Citibank data into Moneydance. Seems like Direct connect does not work anymore (??).
Since I have Moneydance+ can you give me a step by step way to move the Citibank accounts into Moneydance+?
Thank you,
alex

1. Support Staff 1 Posted by Maddy on 22 May, 2026 10:52 AM

   

   Hi Alex,
   Thank you for contacting Moneydance support.

   While Citibank has discontinued Direct Connect for bank accounts (retaining it only for Citi Cards), they do seem to support Moneydance +.

   In order to switch from Direct Connect to Moneydance +, you should first remove the existing OFX connection.
   Open Moneydance and select the relevant account in the sidebar. Then go to Online → Set Up Online Banking and click Disable to remove the OFX setup.
   After that, restart Moneydance.

   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.

   Please 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.

   • You might also try switching to a different browser if the current one isn’t loading the webpage properly.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by Alex Moraru on 24 May, 2026 08:15 PM

   

   I think I managed to do it.
   Thanks,
   alex

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3. Support Staff 3 Posted by Maddy on 25 May, 2026 10:02 AM

   

   You are welcome, Alex!
   I'm very pleased to hear that.
   Please do not hesitate to contact us again, if you need further assistance.

   --
   Maddy, Infinite Kind Support

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4. Maddy closed this discussion on 25 May, 2026 10:02 AM.