Set up online banking to download transactions

J. Kenneth's Avatar

J. Kenneth

19 Sep, 2021 09:29 PM

Set up online banking to download transactions
Follow step hit finish but I don't know if anything happened appears that nothing did

  1. Support Staff 1 Posted by Maddy on 20 Sep, 2021 09:24 AM

    Maddy's Avatar

    Hi J,
    Thank you for contacting Moneydance support.

    Please can you let us know which bank you're trying to connect to?

    You can view a list of financial institutions that support Direct Connect here.

    If your bank is listed, you should be able to 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. I believe you might have accomplished this part of the set up but you are still to get your bank/s to enable the service.

    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 us know if we can be of further assistance, and thanks for your interest in Moneydance!

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by ken on 20 Sep, 2021 02:20 PM

    ken's Avatar

    already have a user ID like you use for quicken
    I enter their propriate information for routing number account number and customer ID and account type
    I cannot check either of the items below I cannot type

    I pressed enter and get the screen after this one
    [cid:[email blocked]]

    nowhere I asked for a password
    next screen my click finish nothing happens I tried to download transactions and nothing happens

    [cid:[email blocked]]

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

  3. Support Staff 3 Posted by Maddy on 20 Sep, 2021 02:31 PM

    Maddy's Avatar

    Which bank are you trying to connect with?

    --
    Maddy, Infinite Kind Support

  4. 4 Posted by ken on 20 Sep, 2021 03:58 PM

    ken's Avatar

    OK I found this in knowledge base knowledge base information Connecting with USAA

    I'm not about to go through all those steps to set up accounts for your software from USAA.

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

    From: [email blocked] <[email blocked]>
    Sent: Monday, September 20, 2021 10:44 AM
    To: [email blocked]
    Subject: Re: Set up online banking to download transactions [Online Banking #19565]

    USAA

    Ken Hilbun
    Office: 765-474-8204<tel:765-474-8204>
    Cell: 765-427-5500<tel:765-427-5500>
    Fax: 765-609-8031<tel:765-609-8031>
    ________________________________

  5. 5 Posted by ken on 21 Sep, 2021 11:22 AM

    ken's Avatar

    Sorry I'm just frustrated seems like it's very difficult to add an account
    is there an easier way

    also do you guys show current online balance from the bank question

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

    From: [email blocked]
    Sent: Monday, September 20, 2021 11:59 AM
    To: [email blocked]
    Subject: RE: Set up online banking to download transactions [Online Banking #19565]

    OK I found this in knowledge base knowledge base information Connecting with USAA

    I'm not about to go through all those steps to set up accounts for your software from USAA.

    Ken Hilbun
    Office 765-474-8204
    Cell: 765-427-5500
    Fax: 765-609-8031

    From: [email blocked]<mailto:[email blocked]> <[email blocked]<mailto:[email blocked]>>
    Sent: Monday, September 20, 2021 10:44 AM
    To: [email blocked]<mailto:[email blocked]>
    Subject: Re: Set up online banking to download transactions [Online Banking #19565]

    USAA

    Ken Hilbun
    Office: 765-474-8204<tel:765-474-8204>
    Cell: 765-427-5500<tel:765-427-5500>
    Fax: 765-609-8031<tel:765-609-8031>
    ________________________________

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