tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/11851-link-investmentsInfinite Kind: Discussion 2019-04-14T06:10:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T01:17:16Z2019-01-12T01:17:16ZLink Investments<div><p>I'm a fellow user.</p>
<p>The idea behind direct connect, for those institutions that support it, is to enable transactions to be downloaded and imported into the Moneydance registers so that you can maintain financial records in the software.</p>
<p>It sounds like you are looking for something different can you elaborate further.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T20:54:10Z2019-01-12T20:54:10ZLink Investments<div><p>Thanks for the quick reply, but I was expected that Moneydance will<br>
download all my bank transactions after I have already setup the account to<br>
my bank account including user id and password, but Moneydance says that<br>
there is no account to download!! I created an institution name, their<br>
website, and my credentials but nothing happened, and it never access my<br>
bank account. Thanks!</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T21:15:31Z2019-01-12T21:15:32ZLink Investments<div><p>I think I got it. Do I have to export transactions from my bank account<br>
then imported it to Moneydance every time? I want Moneydance to download<br>
all of these transactions automatically.</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T21:17:18Z2019-01-12T21:17:18ZLink Investments<div><p>I'm a fellow user.</p>
<p>Details on setting up Direct connect are given in the Knowledge Base article:</p>
<p><a href="http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-connect">http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...</a></p>
<p>Don't rush through the setup some screens will take a little time to come up as data is being sourced from your bank, rush it and you will likely end up with the wrong transactions in the wrong account</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T21:28:40Z2019-01-12T21:28:41ZLink Investments<div><p>Thank you so much for your reply and help. I will follow the link<br>
you provided and I will let you know. Thank you again.</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-12T21:44:07Z2019-01-12T21:44:07ZLink Investments<div><p>Dwg, thank you for your help, but my financial institution is not listed<br>
in Moneydance, and it is not recognizing my bank. Thank you anyway for<br>
your help and support, I think I will uninstall it from my PC. Thank you<br>
again, and have a great weekend.</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-13T03:44:30Z2019-01-13T03:44:30ZLink Investments<div><p>If you institution is not supported, and institutions outside of the U.S. generally do not support Direct Connect so most of us if we want to automate at all download transaction files from our Bank's Internet site and import these into Moneydance. Moneydance supports all of the major financial formats.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-13T05:37:28Z2019-01-13T05:37:28ZLink Investments<div><p>Hello Dwg, I am in the USA, and I could not find my institution to<br>
register. Thanks</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-13T06:01:49Z2019-01-13T06:01:49ZLink Investments<div><p>Thank you Dwg, I got Quicken and it is really doing everything I need.<br>
Thank you and I appreciate it. Have a great weekend.</p></div>Aladdintag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-13T06:05:12Z2019-01-13T06:05:12ZLink Investments<div><p>It is only a subset of US institutions that offer Direct Connect as well, it is by no means Universal in the U.S.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/467913622019-01-13T06:09:19Z2019-01-13T06:09:19ZLink Investments<div><p>Thank you for your response, I really appreciate it. In the USA it is very<br>
easy to connect accounts, it is like you said universal. Thank you again.</p></div>Aladdin