Bank Request

staciehiggins70's Avatar

staciehiggins70

09 Aug, 2016 01:13 AM

Request for online banking for Arbor Bank and Trust, Nebraska City, NE

  1. 1 Posted by Ian O on 09 Aug, 2016 07:53 AM

    Ian O's Avatar

    Hi Stacie,

    Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

    Without Direct Connect, the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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, which makes the download process easier.

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

    Ian O
    Infinite Kind Support

  2. 2 Posted by staciehiggins70 on 10 Aug, 2016 12:20 AM

    staciehiggins70's Avatar

    Ian:

    Thank you for the quick reply. I'm a mac user and this coupled with no
    online bank access makes use of the program more difficult than I
    anticipated and would like to get a refund. Can you please give me
    instructions on how to get a refund?

    Thank you.

    Stacie Higgins

  3. 3 Posted by David Hanley on 10 Aug, 2016 12:29 AM

    David Hanley's Avatar

    Hi Stacie,

    I would be happy to authorize a refund and I am inclined to offer you technical assistance first. This is not an attempt to get out of giving you a refund, if that is what you want let me know and I will authorize it. However if there is something specific that I might be able to assist you with, I am at your service.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    David Hanley
    Infinite Kind Support

  4. 4 Posted by staciehiggins70 on 10 Aug, 2016 01:55 AM

    staciehiggins70's Avatar

    Thank you David. I'm learning that very few personal finance systems are
    mac compatible, it's easier to do the management on excel. A refund would
    be appreciated.

    Thank you.

  5. 5 Posted by Ian O on 10 Aug, 2016 09:24 AM

    Ian O's Avatar

    Hi Stacie,

    I am sorry that our product did not meet your needs. I have asked our payment processing partners BMT Micro to process your refund. They will let you know when the process is complete from their end.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian O
    Infinite Kind Support

  6. Ian O closed this discussion on 10 Aug, 2016 09:24 AM.

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