tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/814-cannot-connect-to-my-bankInfinite Kind: Discussion 2015-11-12T01:13:16Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-10T14:58:40Z2015-11-10T14:58:40ZCannot connect to my bank<div><p>Hi Brock,</p>
<p>Have you previously contacted your financial institution to
activate direct connections?</p>
<p>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 I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-10T15:29:12Z2015-11-10T15:29:13ZCannot connect to my bank<div><p>Hello Jenny,</p>
<p>Why would I need to do that? It was just working perfectly fine
15 minutes before I installed Moneydance - as I was backing things
up in Quicken Essentials and I had synced with my bank one last
time. Clearly, direct connections are activated.</p>
<p>When I try to configure my account for online banking it says it
cannot connect. And as I mentioned in my previous post, part of the
confusion is that I know I have to pass both a password AND a PIN
to my bank. I do not see how that would happen in Moneydance - as
there is only one entry for Password/PIN.</p>
<p>Brock</p></div>Brocktag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-10T16:10:28Z2015-11-10T16:10:28ZCannot connect to my bank<div><p>Hi Brock,</p>
<p>Can you give me the name(s) of the financial institution(s)
you're trying to connect to? Many financial institutions offer both
OFX direct connect service, and <em>Quicken WebConnect</em>
services. Unless you've explicitly enabled OFX direct connetions
with your financial institution, it's likely that <em>Quicken
Essentials</em> defaulted to <em>WebConnect</em></p>
<p>Thanks!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-10T16:19:58Z2015-11-10T16:19:58ZCannot connect to my bank<div><p>I was using direct connect service, but here is their webpage on
the subject if you want to take a look.</p>
<p><a href="https://www.usaa.com/inet/pages/eft_direct_download_options_main?cosa=bank">
https://www.usaa.com/inet/pages/eft_direct_download_options_main?co...</a></p>
<p>Select the Existing tab, and then "Direct Connect for Quicken
Essentials..."</p></div>Brocktag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-10T16:29:11Z2015-11-10T16:29:11ZCannot connect to my bank<div><p>Hi Brock,</p>
<p>You're correct, it appears that you were using direct
connect.</p>
<p>Our documentation for USAA indicates that you'll need to use
your member number as your <em>username</em> and your PIN as your
<em>password</em>. Could you give that a try and let me know if
you're successful?</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-12T01:05:02Z2015-11-12T01:05:03ZCannot connect to my bank<div><p>And you are correct. That is what it was. Strange how that
wasn't how it worked with Qiuicken. Oh well. Thanks for the
help.</p></div>Brocktag:infinitekind.tenderapp.com,2009-01-14:Comment/384216952015-11-12T01:13:16Z2015-11-12T01:13:16ZCannot connect to my bank<div><p>Great to hear you're back up and running, it's definitely
strange that the connection will accept two sets of credentials,
based on which application is accessing it.</p>
<p>Please feel free to contact us for any additional support!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley