tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1976-moneydance-gets-error-using-same-info-that-works-on-webInfinite Kind: Discussion 2016-04-13T15:10:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/389104732016-01-13T15:04:18Z2016-01-13T15:04:18ZMoneydance gets error using same info that works on web<div><p>Hi Cyril,</p>
<p>Are you trying to connect with your financial institution to
download transactions? Which bank are you trying to connect to?</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
If your bank is on the list, this means they support direct OFX
connections. You can get up online banking with these banks within
Online --> Set Up Online Banking. Then select 'New Connection'
and choose your financial institution from the list.</p>
<p>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. <em>"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."</em></p>
<p>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.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny