tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/17742-online-banking-greyed-outInfinite Kind: Discussion 2021-01-03T13:13:35Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489393592020-12-30T19:57:36Z2020-12-30T19:57:36ZOnline Banking Greyed Out<div><p>I'm A fellow user.</p>
<p>You need t have created an account in Moneydance and for its register to be open to be able to select the Online Banking setup in the menus. You cannot do it if you are looking at the Summary Page.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489393592020-12-31T19:48:50Z2021-01-03T12:50:18ZOnline Banking Greyed Out<div><p>Yes, I have the account open, not the Summary page.</p>
<p>L. Nichols Cook W3VN<br>
865-604-1327<br>
"He is no fool who gives up what he cannot keep to gain what he cannot lose." - Jim Elliot</p></div>gadgetguytntag:infinitekind.tenderapp.com,2009-01-14:Comment/489393592020-12-31T20:00:05Z2021-01-01T00:48:31ZOnline Banking Greyed Out<div><p>I'm a fellow user.</p>
<p>It looks like you have been in the account register and have clicked on the download button at the top of the register which has started the embedded browser. You can only use that button to use online banking after the setup has been completed otherwise it assumes you want to use what I have been calling Moneydance Connect - which is still in development.</p>
<p>You need to go back to the transaction register and select the Menu item Online --> Set up online Banking as descried in the Knowledge Base article:</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...</a></p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489393592021-01-01T00:34:22Z2021-01-03T12:50:18ZOnline Banking Greyed Out<div><p>Thank you for your reply! I followed those instructions when I tried to setup my accounts for download. I was able to get Chase bank, who issues my VISA card, to work. But I got a different screen than the ones shown in the instructions when I tried to setup checking accounts. They have check boxes below the field where I give the routing number and account number that say Online Banking and Online Billpay. They are grayed out. I proceeding, but when I choose Download Transactions, it doesn’t work.</p>
<p>L. Nichols Cook W3VN<br>
865-604-1327<br>
"He is no fool who gives up what he cannot keep to gain what he cannot lose." - Jim Elliot</p></div>gadgetguytntag:infinitekind.tenderapp.com,2009-01-14:Comment/489393592021-01-01T00:58:05Z2021-01-01T00:58:05ZOnline Banking Greyed Out<div><p>It sounds like some changes have been made to the screens. I'm not aware of what has been done so I think you will need help from some one else.</p></div>dwg