tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/20316-download-from-financial-institutionsInfinite Kind: Discussion 2022-01-16T20:39:50Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/496048522022-01-16T20:25:15Z2022-01-16T20:25:55ZDownload from financial institutions <div><p>Hi Debbie,</p>
<p>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.</p>
<p>Financial institutions that support direct-connect are listed here.<br>
<a href="https://infinitekind.com/fi">https://infinitekind.com/fi</a></p>
<p>Instructions for setting up online banking via direct-connect are provided here along with some other banking info.<br>
<a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay</a></p>
<p>Instructions for setting up online banking via Moneydance+ are provided here.<br>
<a href="https://infinitekind.tenderapp.com/kb/moneydance">https://infinitekind.tenderapp.com/kb/moneydance</a></p>
<p>-Kevin N. (not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/496048522022-01-16T20:39:47Z2022-01-16T20:39:47ZDownload from financial institutions <div><p>Hello,</p>
<p>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.</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethan