does the trial version offer banking downloads?

kevin's Avatar

kevin

29 Jun, 2015 02:20 PM

not able to find where I would set up automatic bank downloads

  1. Support Staff 1 Posted by Ethan on 29 Jun, 2015 02:47 PM

    Ethan's Avatar

    Hello,

    After opening the register of your bank account by clicking on it in the left sidebar, go to Online -> Set Up Online Banking from the menu bar

    The list of banks we currently support direct connections to is at http://infinitekind.com/fi

    Our full user guide can be downloaded at http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 29 Jun, 2015 02:47 PM.

  3. kent con re-opened this discussion on 29 Jun, 2015 03:38 PM

  4. 2 Posted by kent con on 29 Jun, 2015 03:38 PM

    kent con's Avatar

    does your trial version allow download from bankif so, can you give me directions or a link
    thanks
    kevin

         On Monday, June 29, 2015 8:47 AM, Ethan <[email blocked]> wrote:
       

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  5. 3 Posted by Scott Meehan on 29 Jun, 2015 07:56 PM

    Scott Meehan's Avatar

    Hi Kevin,

    Yes, it does! You may have to enable "Direct Connect" access first, before you'll be able to download your transactions in Moneydance. 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. "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. 

    You can then read about setting up your online connections here:

    http://help.infinitekind.com/kb/online-banking/setting-up-online-banking

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Scott Meehan
    Infinite Kind Support

  6. Scott Meehan closed this discussion on 29 Jun, 2015 07:56 PM.

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