Can't connect with bank

's Avatar

christinagabbard

28 Jul, 2015 06:23 PM

Hello.
Im unable to get Moneydance to connect with my bank, Sharonview Credit Union despite entering correct information during the setup process in the software.

Please advise.

Thank you!

  1. Support Staff 1 Posted by Ethan on 29 Jul, 2015 12:39 PM

    Ethan's Avatar

    Hello,

    What specific error messages are you receiving?

    Have you contacted your bank to enable your accounts for direct connections? 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.

    Ethan
    Moneydance Support

  2. System closed this discussion on 19 Mar, 2016 04:59 AM.

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