Bank of America

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hpbrandt

03 May, 2017 07:18 PM

Does MoneyDance support Bank Of America?

  1. Support Staff 1 Posted by Henry on 03 May, 2017 07:42 PM

    Henry's Avatar

    Hi Hadley,

    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.

    f you haven't enabled direct connect 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.

    If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

    You'll find the Moneydance 'Getting Started' knowledge base articles here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.

    Henry
    Infinite Kind Support

  2. Henry closed this discussion on 28 May, 2017 01:15 PM.

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