I can not get onto my Bank of America account. This is my first time.

Rob's Avatar


14 Oct, 2015 07:37 PM

This comment was split from the discussion: I can not get onto my Bank of America account. This is my first time.

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?

  1. 1 Posted by Jerome on 14 Oct, 2015 07:46 PM

    Jerome's Avatar

    Hi Rob,

    Bank of America has, indeed, informed us that they are phasing out support for Direct OFX Connections. We are working on supporting alternative connection protocols to enable greater access to online banking within Moneydance. There is not a timeline for the implementation of a new system, however it is among our higher priorities. 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.

    Infinite Kind Support

  2. Jerome closed this discussion on 14 Oct, 2015 07:46 PM.

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