barclaycardus.com
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New user, switching from Quicken H&B 2010. So far, so good but can't setup Online Banking for my two credit card accounts at www.barclaycardus.com. The only Barclay institution listed is Barclays Capital Inc Member SIPC. I enter the requested information for that institution (card number and customer id) but nothing happens.
I was able to use One Step Update with Quicken so Moneydance should also be able to connect via Online Banking. How can I get this to work?
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Angie Rauscher
on 11 Oct, 2012 10:21 AM
Jml,
Unfortunately, it doesn't appear that Barclay Card supports direct OFX connections, which Moneydance (and other financial software) 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. If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
There are two methods that personal finance software can use to access your accounts: direct connect and web connect. With web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. From a user's perspective, these two connections look basically identical. Moneydance only supports automatic connections through direct connect and not web connect. Your bank is using web connect with Quicken.
We are working on implementing web connections and are making good progress, but it's not something which will be available for full release in the immediate future.
Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 11 Oct, 2012 10:21 AM.