tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1174-i-can-not-get-onto-my-bank-of-america-account-this-is-my-first-timeInfinite Kind: Discussion 2018-10-18T14:03:58Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/381625392015-10-12T21:43:51Z2015-10-12T21:43:51ZI can not get onto my Bank of America account. This is my first time.<div><p>Hi Luke,</p>
<p>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."</p>
<p>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. </p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/381625392015-10-12T21:46:33Z2015-10-12T21:46:33ZI can not get onto my Bank of America account. This is my first time.<div><p>Hi Jerome,Thank you for the response. Bank of America says
they're no longer supporting Direct Connect for Quicken or any
other program.<br>
Best wishes,Luke Ellis</p>
<pre>
<code> From: Jerome <tender+dbce7f1cf1@tenderapp.com></code>
</pre>
<p>To: <a href="mailto:luke@workaholictv.com">luke@workaholictv.com</a> Sent:
Monday, October 12, 2015 2:44 PM Subject: Re: I can not get onto my
Bank of America account. This is my first time. [Online Banking
#1174]</p>
<p>#yiv6145527367 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6145527367
blockquote {margin-left:0;padding-left:1em;border-left:5px solid
#ccc;}</p></div>Luke Ellistag:infinitekind.tenderapp.com,2009-01-14:Comment/381625392015-10-12T21:55:08Z2015-10-12T21:55:08ZI can not get onto my Bank of America account. This is my first time.<div><p>Hi Luke,</p>
<p>Bank of America not supporting direct connect is certainly news
to me. I'll have to investigate further.</p>
<p>In the meantime, 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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/381625392015-10-13T17:51:21Z2015-10-13T17:51:22ZI can not get onto my Bank of America account. This is my first time.<div><p>Does Moneydance support Bank of America? I'm confused. Bank of
America is not showing up in the list of financial institutions
when I create a new connection. I haven't verified what Luke said
about BofA no longer supporting Direct Connect, but it still works
fine for me in Quicken under Windows. What's going on here?</p></div>Robtag:infinitekind.tenderapp.com,2009-01-14:Comment/381625392015-10-13T18:09:21Z2015-10-14T19:37:29ZI can not get onto my Bank of America account. This is my first time.<div><p>I just spoke with Bank of America small business tech support
and they told me that Direct Connect is supported and that there
are no plans to discontinue it. I also had them verify that Direct
Connect is enabled in my profile, and it is. So why can't I see
Bank of America in the list of financial institutions in
Moneydance?</p></div>Rob