Download from financial institutions

Debbie Phillips's Avatar

Debbie Phillips

16 Jan, 2022 07:44 PM

How do I go about downloading from my financial institutions? Everything is grayed out even though I purchased the registration. How do I get this to work?

  1. 1 Posted by -Kevin N. on 16 Jan, 2022 08:25 PM

    -Kevin N.'s Avatar

    Hi Debbie,

    The menu items under 'Online' are deliberately grayed out when viewing the Summary Page. Try moving to the account in question to set up online banking.

    Financial institutions that support direct-connect are listed here.
    https://infinitekind.com/fi

    Instructions for setting up online banking via direct-connect are provided here along with some other banking info.
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    Instructions for setting up online banking via Moneydance+ are provided here.
    https://infinitekind.tenderapp.com/kb/moneydance

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Ethan on 16 Jan, 2022 08:39 PM

    Ethan's Avatar

    Hello,

    Kevin gives good advice above. The issue is very likely that you first need to open the account register you want to set up, then you can access the options in the Online menu. Let us know if you run into other issues in the setup process.

    Ethan
    Infinite Kind Support

  3. Ethan closed this discussion on 16 Jan, 2022 08:39 PM.

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