How to add new banks
Hi!
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 (bankofamerica.com)
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
1 Posted by Scott Meehan on 10 Dec, 2015 09:02 PM
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: 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.
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
Donald Macdonald closed this discussion on 20 Jan, 2016 04:50 PM.