importing transactions online

Stacey's Avatar

Stacey

19 Nov, 2015 10:11 PM

How do I download transactions from my bank? When I try to put in my user ID & password, MoneyDance tells me it's invalid. However, I signed onto my account using those credentials & it worked fine. Does the trial version not allow downloading?

  1. 1 Posted by David Hanley on 19 Nov, 2015 10:46 PM

    David Hanley's Avatar

    Hi Stacey,

    The trial version is fully functional, and should allow you to test your connection with your bank before purchasing. Can you give me the name(s) of the financial institution(s) you're trying to connect to?

    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. 

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Stacey Leighty on 20 Nov, 2015 04:50 AM

    Stacey Leighty's Avatar

    So far, I have tried to connect with USAA and Capital One. Neither one worked and both of these accounts worked with Quicken, so I don't think it's on the banking end.

    ~Stacey Leighty

  3. 3 Posted by Ian L on 29 Dec, 2015 03:34 PM

    Ian L's Avatar

    Hi Stacey,

    I'm very sorry for our delay in getting back to you on this!

    For USAA, you should use your Member Number as your username and your PIN as your password. If you use your website username and password, you'll get errors.

    You should be able to connect to Capital One using your website username and password, unless you are connecting to a Capital One credit card account. Unfortunately, Capital One Credit Cards doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian
    Infinite Kind Support

  4. System closed this discussion on 29 Mar, 2016 03:40 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac