Bill Pay and Reconcile
I am trying your program as a replacement for Quicken (which I have used for over 25 years).
I need a few questions answered before I proceed to purchase the program as I have migrated the last two years of Quicken over but I am having some problems:
1. Wells Fargo: I need to be able to use Bill Pay and Reconcile for my Wells Fargo checking account. I am unable to establish a connection with this account to even download my current changes. I emailed Wells Fargo and they essentially told me that they only work with Quicken and Quickbooks with reference to FMS Setup. I need assurances from you that I WILL be able to use downloading and Bill Pay through the program for Wells Fargo. I tried to download the Quicken file from the Wells Fargo website but MoneyDance reported that there was a Java corruption problem and it could not be used.
2. USAA Federal Savings Bank: I am able to sync my accounts from USAA and reconcile these without problem. When I try to authorize Bill Pay, however, I enter the sign on codes but NO ACCOUNTS FOR BILL PAY ARE SHOWN. I need assurances that I will be able to use Bill Pay for my USAA checking account.
3. Several credit cards seem to have problems in setting up an online sync:
a. Sam's Club Mastercard (Synchrony Bank)
b. Miles One Visa (Capital One Bank)
c. Home Depot Credit Card (Citi Bank)
d. LOWEs Credit card (Synchrony Bank)
I need to be able to automatically download transactions from these accounts.
Please advise me on each of the above areas of question before I consider the purchase (since that is my only next step as 99 transactions have been entered or downloaded.
Thank you.
Bill Peoples
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System closed this discussion on Jan 24, 2019 @ 04:10 PM.