Online Banking Menus Unavailable

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michael_sweazey

10 Jul, 2015 08:35 PM

I am setting up Moneydance for the first time, and all menu items other than "Download All Accounts" are unavailable to me. I wish to set up online banking, and I cannot access it. My program is registered.

How do I gain access to the other menu items I need?

Thank you,
Michael

  1. Support Staff 1 Posted by Ethan on 10 Jul, 2015 08:45 PM

    Ethan's Avatar

    Hello,

    Have you created the account in Moneydance first? If not, go to Account -> New Account from the menu bar. Then click on the account you want to set up where it is listed in the left sidebar to open that account register, and the other options should be available to you for this account. You will have to repeat this process for each additional account you want to set up.

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

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 10 Jul, 2015 08:45 PM.

  3. MICHAEL SWEAZEY re-opened this discussion on 10 Jul, 2015 09:01 PM

  4. 2 Posted by MICHAEL SWEAZEY on 10 Jul, 2015 09:01 PM

    MICHAEL SWEAZEY's Avatar

    Ahh, thank you. I had established the accounts, but I didn’t highlight the particular account.
    Thanks,
    Michael

  5. Support Staff 3 Posted by Ethan on 10 Jul, 2015 09:02 PM

    Ethan's Avatar

    No problem, glad we figured it out. Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  6. Ethan closed this discussion on 10 Jul, 2015 09:02 PM.

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