How to add new banks

John Haury's Avatar

John Haury

10 Dec, 2015 07:37 PM

I have several banks which aren't listed, so I can't setup online banking. They are:

DFCU (Dearborn Federal Credit Union) -- Dearborn, MI
Citizens Bank (brand name of Citizens Bank, N.A., Citizens Bank of Pennsylvania, Citizens Financial Group)
Bank of America (

  1. 1 Posted by Scott Meehan on 10 Dec, 2015 09:02 PM

    Scott Meehan's Avatar

    Hi John,

    Moneydance supports connections to Citizen's Bank with the following connections:

    Citizens Bank - Mid-Atl Business
    Citizens Bank - Mid-Atl Consumer
    Citizens Bank - New Engl Business
    Citizens Bank - New Engl Consumer
    Citizens Bank-Mid West Business
    Citizens Bank-Mid West Consumer

    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:

    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.

    Unfortunately, it appears that DFCU 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.

    Scott Meehan
    Infinite Kind Support

  2. Donald Macdonald closed this discussion on 20 Jan, 2016 04:50 PM.

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