Discover Help

fiddlers180's Avatar

fiddlers180

12 Jan, 2020 01:17 AM

I'm switching over from Quicken. I just set up my Discover Card account. Seems when I try to update this account, Moneydance simply opens the website and I've got to log in and manually download the transactions. What am I doing wrong or is this how the program works?

  1. Support Staff 1 Posted by Maddy on 13 Jan, 2020 11:59 AM

    Maddy's Avatar

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

    Updating to this version - Moneydance 2019.4 (1899) - seems to have reportedly fixed the issue with Discover Bank.

    Moneydance 2019.4 (1899) is available to download from this page

    For a full list of improvements in the preview version, please refer to this page.


    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.

    Discover bank 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.

    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?

    When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.

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

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by fiddlers180 on 14 Jan, 2020 05:29 PM

    fiddlers180's Avatar

    Thanks so much. Indeed the problem is fixed with the update 2019.4 (1899).

  3. Support Staff 3 Posted by Maddy on 14 Jan, 2020 05:36 PM

    Maddy's Avatar

    You are welcome! I'm very pleased to hear that.
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  4. Maddy closed this discussion on 14 Jan, 2020 05:36 PM.

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