Bank of America - Quicken

MikeW's Avatar

MikeW

22 Nov, 2015 01:54 AM

Would you consider adding the following bank connection to MoneyDance list of bank:

Bank of America - All Other States

and

Bank of America - Quicken

We are considering migrating away from Quicken 2014 to Moneydance. We have Import of transaction function using Quicken.

Please advise at the above email address.

Thanks

  1. 1 Posted by David Hanley on 22 Nov, 2015 02:15 AM

    David Hanley's Avatar

    Hi Mike,

    Bank of America has recently discontinued their support for new direct connect activations. However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. We're not sure how long this will continue to work, but you can try connecting with these settings:

    Institution ORG: HAN
    Institution ID: 5959
    OFX Server URL: https://eftx.bankofamerica.com/eftxweb/access.ofx

    You can enter these by going the Online->"Setup Online Banking" menu item and then clicking on the Advanced Setting button. Again, this will only work if your account has already been activated for direct connections.

    If you haven't enabled OFX services with Bank of America previously, the best way to get your transactions into Moneydance will be 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.

    If your bank decides to support direct OFX connections again in the future, we will be happy to work with them.

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

    David Hanley
    Infinite Kind Support

  2. 2 Posted by MICHAEL WILLIAM... on 22 Nov, 2015 03:03 AM

    MICHAEL WILLIAMS's Avatar

    Thanks, Mr. Hanley
     MikeW
    " People will pay more to be entertained than educated. "
                                                        Johnny Carson

     
          From: David Hanley <[email blocked]>
     To: [email blocked]
     Sent: Saturday, November 21, 2015 7:15 PM
     Subject: Re: Bank of America - Quicken [New Bank Requests #2752]
       
     #yiv2250826367 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv2250826367 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}

  3. Jerome closed this discussion on 24 Nov, 2015 03:39 PM.

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