Dodge and Cox and USAA

Patty's Avatar

Patty

02 Mar, 2010 04:40 AM

I am new to mac and moneydance........how can I download my Dodge and Cox accts as well as my USAA acct??
Did I read that TRowePrice Brokerage is now connected?

Thank you.

  1. 1 Posted by Jon Hoover on 02 Mar, 2010 09:14 PM

    Jon Hoover's Avatar

    Patty,
    Regarding Dodge and Cox, I am afraid that we are not able to connect with them as it does not appear that they support direct OFX connections.
    However, you should be able to connect with USAA and TRowe Price. I have outline the steps for this below:

    1) select the account in Moneydance
    2) click the Online->Setup Online Banking button/menu 3) click the "New Connection" button and select your bank from the list of banks 4) click the "Next" button to select the account in Moneydance that should be connected (from step #1) 5) The next step depends on the configuration of your bank's service, but I believe you will be asked to enter your routing number and account number, which should have been provided to you by your bank.

    Most financial institutions will require you to enable your accounts for application-based online banking. I'm afraid it is usually more productive to lie and tell your bank that you are using Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but you bank representative many not know this and mistakenly believe that they do not support 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 thank you for your interest in Moneydance.

    Jon Hoover
    Moneydance Support

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 07:35 PM.

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