tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/11-i-am-new-to-moneydance-and-mac-i-would-like-to-download-my-banking-accountstransactions-and-have-no-idea-what-to-do-the-bank-is-bank-of-america-thanksInfinite Kind: Discussion 2018-10-18T13:53:52Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T15:29:12Z2009-06-02T15:29:14ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>hello?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T15:36:08Z2009-06-02T15:36:08ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>how long does it usually take to get tech support?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T16:46:23Z2009-06-02T16:46:23ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>OK Now i thought I figured it out now Im being asked for a user
name and PIN I am on the phone with Bank of America and they are
telling me im out of luck and that I can not use Moneydance! So im
not getting any tech support from moneydance which I just purchased
and now my bank is telling me im out of luck that i can only get
help through moneydance which is not helping me..... or maybe i
just expect an answer quicker than later... I have set aside only a
certain amount of time to work on setting this up and now im just
about out of time and patients! I think i am going to want a refund
and go back to quicken... gurrrrrrrrrrrrrrrrrrr I wonder if I can
even get it back?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T18:31:51Z2009-06-02T18:31:51ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Ok, two points:</p>
<p>(1) There is a free trial of Moneydance. If you're so sensitive
to the costs, you probably should have tried the free trial
first.</p>
<p>(2) On this board, expecting a response in 10 minutes is not
reasonable. This is a small company, and they are very responsive
to requests for help, but it can often take a day or several days,
depending on their workload.</p>
<p>(3) In the meantime, try doing a search on Bank of America in
the forum. There are other posts on this subject.</p></div>John Seldentag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T18:48:36Z2009-06-02T18:48:36ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><ol>
<li>I did download the free trial but didn't want to spend the time
setting it up because i have more than 100 entries to download from
my bank first thing. So I purchased it on the advise of a Apple
rep.<br></li>
<li>I called my bank and they had no idea what I was talking about
nor have they ever heard of Moneydance. Their suggestion was down
load to a text file than import into money dance. Doing this is not
easier or more effeicent then Quicken.<br></li>
<li>I being new had no idea that I was purchasing software that
didnt have the tech support to answer a question right away.</li>
<li>All of that being said you still did not answer my question. In
fact I have looked at several discussions including the one about
PINs being needed to download from your bank.. You didn't really
answer that question either. I even read it to the tech at the
bank, they were really lost after that. Your tech support didn't
give a solution or directions to help solve that persons issue
either. We are not all computer techs we need plain language help.
Now I suppose it will be several hours or days before I get a
response or even help to my original question.<br></li>
</ol>
<p>So with all being said are you going to help or can you
help?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:01:16Z2009-06-02T19:16:41ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Just to be clear, I don't work for The Infinite Kind, I'm just a
user like you. That said, I did answer one of your questions. You
asked "how long does it usually take to get tech support?" and I
answered you.</p>
<p>I don't have a bank account with Bank of America, so I can't
provide any specifics. But your question is completely generic and
provides no indication of where you are encountering a problem,
which is why I didn't try to help you further. Are you having
trouble figuring out how to get started with online banking, or are
you getting some kind of error?<br></p>
<p>Generally, to set up online banking, you click on the account
name in the home screen to go into the register. You'll see three
buttons in the upper left part of the window: Actions, Online, and
New Transaction. Click on Online, and then select Set Up Online
Banking, and follow the prompts.</p>
<p>If that is not your question, you'll have to provide more
detail.</p></div>John Seldentag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:24:10Z2009-06-02T19:24:10ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>A couple more points:</p>
<p>(1) Your user name and PIN for Moneydance purposes are the same
user name and PIN that you use to log into your account on the
bank's website, and that you use in Quicken to download your
transactions.</p>
<p>(2) The 100 transaction limit for the trial version of
Moneydance applies only to manually entered transactions, not to
downloaded/imported transactions. It states as much at the top of
the download page.</p></div>John Seldentag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:30:19Z2009-06-02T19:30:19ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>kerriwnt ---</p>
<p>I don't have account with BoA but did check FAQ's...</p>
<p>I am also a user of MD and not a developer but I went to the FAQ
page and this might help:</p>
<p>"Moneydance can connect to financial institutions that allow
direct connections to their services via the OFX protocol. If your
bank is not listed in the list of available financial institutions,
please visit the list of banks we do not support to see a reason
why. If the bank is not listed there, either add them to the list,
or email Support. Frequently banks that do not support direct
connections usually provide web-based downloads of
transactions/statements from their web site. Moneydance can import
virtually any type of downloadable transaction file, including QIF?
and OFX/QFX."</p>
<p>Most banks don't know of MD but it is compatible with QIF and
QFX/OFX files.... ie Quicken and MS Money..... that being the case
perhaps you can download the file from BoA and import into MD at
least until MD has handshaking with BoA... I have a Schwab 401k
account and just download the "Quicken" type file with date ranges
that I specify and works flawlessly for me....</p>
<p>Again as stated by others, the company is small and the
developers and support staff will respond... I've used MD for 2
yrs. and the program is great and expanding and improving.... hang
in there</p>
<p>Steve</p></div>Stevetag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:33:11Z2009-06-02T19:33:11ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>OK thank you John... for your help. My mistake I thought you
were tech support. Its to late for the 100 transactions limit I
already purchased the software.<br>
I think I am receiving an error it reads something like this:</p>
<p>A communication or parsing error occurred. This could be the
result of a network problem, a proxy error, or misconfigured
server. Error Description: java.io.IOException: HTTP Error:400
OFX</p>
<p>Do you know what this means?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:40:00Z2009-06-02T19:40:00ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>OK Steve thank you too! I was on the phone with BOA they seem as
clueless as me..lol I dont want to have to download into a
text/excel type file then import into the MD software. I want to
download straight from the banks website to MD. Im just trying to
set it up. I have all my accounts in MD numbers, routing numbers
etc.... I have clicked on the online set up. I found BOA and when I
click next Im prompted to enter a user ID and PIN number. I do not
have to enter these with quicken. I did try the user Id I use when
i log on to BOA but I get an error msg. I know im not a computer
genius but im not usually this blonde when it comes to figuring
these things out. So its really frustrating me. Especially since Im
on a time budget and I already purchased the software mainly
because im tired of Quicken making me upgrade every 3 years and
they 2009 version for MAC isn't out yet. With all that being said
can you Steve or John figure this out?</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T19:41:50Z2009-06-02T19:41:50ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>What i use it for is very basic if i can get up and running im
sure I will love it...</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T20:03:46Z2009-06-02T20:03:46ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Just to clarify, when you initially set up online banking in
Quicken, you had to provide the same username and PIN information
too. So Moneydance's setup process is no different in that regard.
And like Quicken, Moneydance can be set to remember your username
and password information so you never have to enter them again, but
we'll worry about that once you get up and running.</p>
<p>I'm not familiar with that particular error. When I get funny
errors, I usually just quit Moneydance and restart and the error
goes away. You should also do a search in this forum for that error
and see if anything comes up. Otherwise, I'd just wait until the
Infinite Kind folks can help, as they are familiar with what these
mean. Now that you've provided details about the operating system
and the error, they should be able to help more effectively.</p></div>John Seldentag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T20:11:33Z2009-06-02T20:11:33ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>kerriwnt --</p>
<p>The download process I use gives me a QFX file that I import
directly into MD.. not a text/excel file.... did you try it yet?
Also I believe I read a thread a short while ago that the
developer, Sean was going to set up downloading that would save
"id" and "passwords".</p>
<p>I know this isn't what you want to hear but it just adds 1
step... I would hazard a guess that the developer will add more
banks for the next release of MD...</p>
<p>I also know that there has been other discussions for BoA and
other banks just do a search.. good luck.</p>
<p>Also as you get more familiar with Md there is a lot of valuable
info/tips in the FAQ section... enjoy!</p>
<p>Steve</p></div>Stevetag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-02T20:18:06Z2009-06-02T20:18:06ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Thank you guys! I decided to call my bank again! This time I
actually got someone who might have known what to do. He changed
something to OFX and said give it 24 hours then try again. So Im
closing the MD program and taking a deep breath. I will tackle it
again later. Thanks for all of your help.</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-03T00:26:58Z2009-06-03T00:28:01ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Kerriwnt,</p>
<p>I work for Moneydance as customer support and it just so happens
my personal account is with BofA. Moneydance uses the same
protocols as Quicken for Windows to connect directly to a bank. So
when I set up direct connect for use with Moneydance, I called BofA
and said, "Please set up my account for direct connections as if I
were using Quicken." Once that was done, I was able to connect
directly. Direct Connect can also be enabled from your account on
BofA's website.</p>
<p>Once it's all turned on from BofA's end, it's a very simple
process. BofA will charge you $10 a month (just as they would were
you connecting from Quicken), however. Please let me know if I can
answer any other questions.</p>
<p>Sincerely,</p>
<p>Brian</p>
<p>Moneydance Support</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-03T15:44:15Z2009-06-03T15:44:15ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Thanks Brian, It looks like it was a issue with the bank.
However since Im new to mac and MD things are all together
different. On my banks website I used to be able to click download
and the information was downloaded directly into Quicken. Is this
how MD is supposed to work? When I want to download Im given the
option of Quicken, Money, 4 digit or 2 digit (im assuming that
means year support 09 or 2009) when i choose a 2-4 digit i get an
error msg saying the file could be corrupt. When I use the quicken
QIF it downloads to a "download section on the mac not directly
into MD. When I open the download its in numbers? So im not only
confused with MD I guess Im confused as to how the MAC processes
the download. Can you help? I have gone through every account and
set them up for online banking am I missing something? I guess the
was a dumb question...lol</p></div>kerriwnttag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-03T16:18:58Z2009-06-03T16:18:58ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>Kerri,</p>
<p>I'd like to clarify what your options are. There are two
different methods by which you can import your banking history into
Moneydance. Both are not always available with every bank (which is
why there are two), but both are available to you with BofA.</p>
<p>The first method is called "Web Connect." This simply refers to
the process of manually downloading a file containing your
transactions (any of the file types available from BofA will do)
and importing it into Moneydance. This method requires you to use
your browser to open BofA's website and download the file from your
account history. There is no fee to do this.</p>
<p>The second method, Direct Connect, is not available with all
banks, but it is available with BofA. However, with BofA there is a
$10 monthly fee that they assign to make this available to you. In
Direct Connect, once your account has been enabled by them (ask
them to enable your account for use with Quicken for Windows
because they aren't familiar with Moneydance and the protocols are
the same) you will be able to download your transaction directly
from within Moneydance. You won't need to import a file and you
won't need to go to BofA's website from you browser. In the end,
you will have the same information available to you within
Moneydance. The question is whether you want to pay BofA $10 per
month for the added convenience. It is worth noting that not all
banks charge this $10. Wachovia, for example, does not.</p>
<p>I hope this clears things up for you.</p></div>Brian Adlertag:infinitekind.tenderapp.com,2009-01-14:Comment/1873242009-06-03T16:28:16Z2009-06-03T16:28:16ZI am new to Moneydance and MAC I would like to download my banking accounts/transactions and have no idea what to do... The bank is Bank Of America.. Thanks<div><p>i understand that i am a premier bank account holder and they
will not charge me. the banks was suposed to have done this i
will call them again. thank you</p>
<p>Kerri Wint Independent Consultant Close To My Heart Faster,
Simpler, Easier</p>
<p>-----Original Message----- From: Infinite Kind Support
<a>support@moneydance.com</a> To: kerriwnt@aol.com Sent: Wed, 3 Jun
2009 11:19 am Subject: Re: I am new to Moneydance and MAC I would
like to download my banking accounts/transactions and have no idea
what to do... The bank is Bank Of America.. Thanks [Financial
Institution Direct Connection support requests]</p></div>kerriwnt