Maddy on 21 Nov, 2019 10:35 AM
We are sorry to hear about the problem you have encountered.
A few days ago we made a change to the connection information Moneydance uses to talk to Citi cards OFX servers. Moneydance should automatically update any Citi connections with this information.
Anyway, the approval process should now be working for everyone. If you get the "2000" error when connecting, please follow the link from the error message. You'll need to login and approve the connection and from then on Moneydance connections will work.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
OK, they responded and want me to call them and be logged in. I'll do that later today.
It wasn't giving me any link in the error. What would be the better choice at this point, using "Sears Card" or "Citi Cards"?
Update: I have to use Sears Card. When I try to follow the link from the Citi error, it doesn't accept my login. It's not a Citi Card, it's a Sears/ShopYourWay card managed by Citi. This is the error Sears card gives me. There is no option on the website to allow an app. Hopefully this phone call will help. Thanks! I'll update soon.
Jenny on 28 Nov, 2019 01:40 PM
Sorry to hear this still isn't working.
Can you let me know which version and build of Moneydance you're using?
To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.
Can you confirm if you see the same error or a different error when you try to connect with the 'Citi' listing, rather than the 'Sears' listing?
Moneydance only supports automatic downloads using Direct Connect.
Moneydance uses exactly the same OFX server connection protocol for Direct Connect as Quicken, but frequently bank representatives do not know this and mistakenly believe that you can not connect in Moneydance. You'll be advised -
"We don't support Moneydance, only Quicken".
For this reason, we advise you refrain from mentioning Moneydance, as this should get you the information you need.
Calling your bank and stating precisely the following should get you started -
"Please enable Direct Connect on my account so that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect to this service."
The bank should be able to advise if this is possible, and if so, what you need to do to get the connection setup and working.
If you should be using the 'Sears' listing, the bank should advise which login credentials you should be using to establish a connection without the errors.
When I try CitiCards I get the message to go to website and click to allow the device, and then I can't log in there.
He wouldn't have helped me if I said Quicken, honestly. I used the "Website problems" option when I called. I don't think he was part of that dept.
But I did send another reply, explaining what you said, basically.
"Not everyone wants to use Quicken. There are many options besides that and most work with Direct Connect. Most Citi cards work that way also...blah blah blah" They replied "We are forwarding your message to the proper department, wait up to 48 hrs for a reply"
I'll try calling again after the holidays.