Does the trial version allow connections to banks for online banking?

Eric's Avatar

Eric

18 Jul, 2009 09:41 PM

It doesn't seem to be working.

  1. Support Staff 1 Posted by Ben Spencer on 20 Jul, 2009 06:24 PM

    Ben Spencer's Avatar

    Hi Eric

    Yes the trial version allows online connections. The trial version is in feature parity with the full version, other than a limit on the number of transactions that can be entered, What is the name of the bank you are trying to connect to? Do you get an error message?

    Sincerely

    Ben Spencer

  2. 2 Posted by Eric Sampson on 20 Jul, 2009 06:49 PM

    Eric Sampson's Avatar

    Hi Ben,

    I have bank of america. I get the following error message after putting my password and user ID into the box:

    There was an error communicating with your financial institution. The details of this error are below.

    The error code reported by the server was: 2000
    The product which you are using is not enabled. Please call customer service at 1.800.933.6262 for assistance.

     Thanks

  3. Support Staff 3 Posted by Ben Spencer on 20 Jul, 2009 08:10 PM

    Ben Spencer's Avatar

    Hi Eric

    Some Banks do not have the direct connection service enabled for all bank accounts by default. In such a situation is it necessary to contact them and ask them to enable direct connect on your account; If they do not believe they support Moneydance it is necessary to lie and tell them that you are using Quicken. Saying the following usually stimulates the banks employee to perform the appropriate actions:

    "Hi, please enable Direct Connect for my bank account such that I can directly connect to your server with Quicken. Also give me the log in credentials for this service."

    It is necessary to ask for the login credentials (user name and password) as they are often different from those used to log into the banks web site.

    Sincerely

    Ben Spencer

  4. 4 Posted by Eric Sampson on 20 Jul, 2009 08:23 PM

    Eric Sampson's Avatar

    I will try that. I appreciate the bluntness

    Eric

  5. Raimund Buchholz closed this discussion on 21 Jan, 2010 12:27 PM.

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