tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/21175-connecting-to-bankInfinite Kind: Discussion 2022-03-30T12:19:30Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/496193522022-01-18T09:45:16Z2022-01-18T09:45:16Zconnecting to bank<div><p>Hi David,<br>
Thank you for contacting Moneydance support.</p>
<p>Moneydance supports automatic downloads using <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect">Direct Connect</a>, and you can view a list of financial institutions we've already established connections with on <a href="https://infinitekind.com/fi">this page</a>.</p>
<p>Citi Cards 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.</p>
<p>You can enable Direct Connect access for Citi as follow:</p>
<ol>
<li>Go to Citibank CC account and chose "Set up Online Banking"<br></li>
<li>Choose "New Connection" and then select "Citi Cards"<br></li>
<li>Going through the setup you'll be prompted to visit <strong><a href="https://citi.com/datamanagement">https://citi.com/datamanagement</a></strong><br></li>
<li>
<p>Make sure you are <strong>logged out</strong> of Citibank before going to that URL.</p>
</li>
<li>
<p>Click on <em>ADD ACCESS</em> and followed steps 1 & 2 above.</p>
<hr></li>
</ol>
<p>Alternatively, if you wish to try out our new connection method, you could download and install <a href="https://infinitekind.com/preview">Moneydance 2022.3 (4063)</a> and subscribe to Moneydance +. This is a premium service for downloading accounts and transactions. You can find out more in <a href="https://infinitekind.tenderapp.com/kb/moneydance/moneydance-overview">this article</a> of the Knowledge Base and also in our <a href="https://infinitekind.com/blog/moneydance-plus-privacy-subscriptions">blog</a>.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy