tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/2797-how-to-add-new-banksInfinite Kind: Discussion 2016-01-20T16:50:50Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/386729852015-12-10T21:02:12Z2015-12-10T21:02:12ZHow to add new banks<div><p>Hi John,</p>
<p>Moneydance supports connections to Citizen's Bank with the
following connections:</p>
<p>Citizens Bank - Mid-Atl Business<br>
Citizens Bank - Mid-Atl Consumer<br>
Citizens Bank - New Engl Business<br>
Citizens Bank - New Engl Consumer<br>
Citizens Bank-Mid West Business<br>
Citizens Bank-Mid West Consumer</p>
<p>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:</p>
<p>Institution ORG: HAN<br>
Institution ID: 5959<br>
OFX Server URL: <a href="https://eftx.bankofamerica.com/eftxweb/access.ofx">https://eftx.bankofamerica.com/eftxweb/access.ofx</a></p>
<p>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.</p>
<p>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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan