Please add Bank of America

kate's Avatar

kate

23 Mar, 2016 10:52 AM

I don't see Bank Of America on your list - can you please add them?

  1. Support Staff 1 Posted by Jenny on 23 Mar, 2016 10:59 AM

    Jenny's Avatar

    Hi Kate,

    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. If this is the case, please advise and I can provide the advanced setup for this.

    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, 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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 22 Jun, 2016 11:00 AM.

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