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After my Bank of America accounts send direct account information to my home Mac via their Quicken connect direct, can Money Dance download into its software to aggregate with my other account information?
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1 Posted by David Hanley on 12 Jan, 2016 10:14 PM
Hi Bill,
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.
If you haven't already, I encourage you to download our free trial version and test the connection before you decide if you would like to purchase it. 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 connections with your bank. 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:
http://infinitekind.com/downloads
For more information on how to get the most out of your trial period, check out our blog post on the subject.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!
David Hanley
Infinite Kind Support
2 Posted by Fusco, Bill - S... on 12 Jan, 2016 10:28 PM
Is it the same for Merrill Lynch? Or would I be able to connect direct to Moneydance there?
Bill Fusco, CRPC®
Vice President
Wealth Management Advisor
Merrill Lynch Global Wealth Management
NMLS ID 620497
The Fusco Group
Merrill Lynch, Pierce, Fenner & Smith Inc.
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Scottsdale, AZ 85254
T 480-624-0459 Toll Free 877-387-1630 F 602-281-4421
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Support Staff 3 Posted by Ethan on 13 Jan, 2016 01:06 PM
Merrill Lynch supports direct connections. The full list of financial institutions that Moneydance supports can be found at http://infinitekind.com/fi
You can find instructions for setting up direct connections in Moneydance at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba.... Note that you may have to contact your financial institutions to enable your accounts for application-based online banking.
Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
System closed this discussion on 13 Apr, 2016 01:10 PM.