cant get onine banking to work

ifrpilot541's Avatar


03 Oct, 2015 01:39 PM

I am sure it must be me but what are the steps to get downloaded information into MoneyDance. Is it possible to download directly into Mondydance?

  1. 1 Posted by Jerome on 03 Oct, 2015 03:39 PM

    Jerome's Avatar

    Hi Michael,

    Can you tell me the name of the financial institution(s) that you would like to connect to so I can verify that they support the appropriate connection method?

    You can set up online banking by following the instructions found on this page.

    Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    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.

    Infinite Kind Support

  2. 2 Posted by ifrpilot541 on 03 Oct, 2015 08:13 PM

    ifrpilot541's Avatar

    After looking the KB and the Users manual I have decided to download CVS
    file and do a simple import.
    Thanks for the help

    "A well regulated Militia, being necessary to the security of a free
    State, the right of the people to keep and bear Arms, shall not be

    On Sat, 2015-10-03 at 15:39 +0000, Jerome wrote:

  3. 3 Posted by Jerome on 03 Oct, 2015 10:58 PM

    Jerome's Avatar

    Hi Michael,

    Please let us know if we can be of further assistance!

    Infinite Kind Support

  4. Jerome closed this discussion on 03 Oct, 2015 10:58 PM.

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