trying to set up accounts and download transactions from my accounts

Francis X Stenger's Avatar

Francis X Stenger

26 Nov, 2019 09:21 PM

I can't seem to figure out how to download transactions with BB&T where I have my checking accounts. Please advise. I tried to Setup Online Banking option but got error 200. I then tied the Online, Download xxxx bank Transactions but the URL for BB&T opened inside Moneydance but no ability to download transactions after I signed in.

Can you please help me? Guide me to how to get this set up? Point me to a site with some instructions?

Thank you in advance.
FX

  1. Support Staff 1 Posted by Maddy on 27 Nov, 2019 07:08 PM

    Maddy's Avatar

    Hi Francis,

    We are sorry to hear about the problem you have encountered.

    Which version and build of Moneydance are you 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.

    Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on this page.

    BB&T is listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance.
    Calling up your bank and stating precisely the following should get you started:

    "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    --
    Maddy, Infinite Kind Support

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