when I set up online banking, nothing happens after I enter my info

Kent Greenen's Avatar

Kent Greenen

23 Nov, 2018 08:35 PM

after I enter my info to set up online banking for my credit union (routing #, acct #, username), and click next, I get a dialog that says "Moneydance now has most of the information needed to connect to your financial institution for this account. Click the 'Finish' button below to complete the process.", however nothing else happens after I click the "Finish" button.

I cannot find anywhere to finish my online setup, including providing my password for credit union account.

How do I complete the setup so I can download my data from my credit union?

  1. 1 Posted by mhoggie on 24 Nov, 2018 02:24 AM

    mhoggie's Avatar

    just a user,

    Once you set up the "online banking", then you need to click "Online" "Download All Accounts", or "Online" "Download XXXXXX Transactions:

  2. System closed this discussion on 23 Feb, 2019 02:30 AM.

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