tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/367-investement-bank-setup-failureInfinite Kind: Discussion 2016-02-26T09:54:40Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/4679992009-10-19T11:00:39Z2009-10-19T11:00:39ZInvestement bank setup failure<div><p>Hi Tom,</p>
<p>What version of Moneydance are you using? You can find out your
version by going to the Help Menu and choosing the About Moneydance
option. If you are not using the most recent preview version
(2008r4 Build 643), please update to that version. You can download
the update from our website at <a href=
"http://moneydance.com/preview">http://moneydance.com/preview</a>.
I believe the bug you are experiencing was fixed in the preview
release.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/4679992009-10-20T10:03:23Z2009-10-20T10:03:26ZInvestement bank setup failure<div><p>Jessica,</p>
<p>Thank you.</p>
<p>Tom</p></div>tommaystag:infinitekind.tenderapp.com,2009-01-14:Comment/4679992009-10-20T20:13:29Z2009-10-20T20:13:34ZInvestement bank setup failure<div><p>Jessica,</p>
<p>I have gotten passed the first error. Now the userid or password
is rejected as invalid. However, when I use the same userid and
password for a direct login to the investment back it works.</p>
<p>Any ideas?</p>
<p>Thanks,<br>
Tom</p></div>tommaystag:infinitekind.tenderapp.com,2009-01-14:Comment/4679992009-10-21T14:07:38Z2009-10-21T14:07:38ZInvestement bank setup failure<div><p>Hi Tom,</p>
<p>If your account enabled for direct connections with your bank?
Most financial institutions will require you to enable your
accounts for application-based online banking. This is different
from web connect that is used by Quicken. If you have your
financial institution set up your account as if you were using
Quicken 2008 for Windows then it should also work with Moneydance
since they use the same protocol. This is sometimes necessary as
many banks don't yet recognize Moneydance or know how to deal with
it.</p>
<p>Keep in mind that 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>Please let me know if calling your bank to activate your account
doesn't solve your connection problems. Hopefully, that will
work.</p>
<p>Jessica Little<br>
Moneydance Support</p></div>Jessica Little