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connect to bank

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Mike Pellegrino

15 Oct, 2015 11:48 PM

connect to US Bank

1. 1 Posted by Jerome on 16 Oct, 2015 01:34 AM

   

   Hi Mike,

   US Bank is one of our supported financial institutions. You can setup an online connection with them following the instructions on this page.

   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."

   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. 

   Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

   Jerome
   Infinite Kind Support

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2. Jerome closed this discussion on 16 Oct, 2015 01:34 AM.

3. michael pellegrino re-opened this discussion on 16 Oct, 2015 02:16 AM

4. 2 Posted by michael pellegr... on 16 Oct, 2015 02:16 AM

   

   We got it taken care today. Thanks for the reply!

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5. 3 Posted by Jerome on 16 Oct, 2015 02:19 AM

   

   Hi Mike,

   I'm glad to hear that you were able to resolve the issue. Please let us know if we can be of further assistance!

   Jerome
   Infinite Kind Support

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6. Jerome closed this discussion on 16 Oct, 2015 02:19 AM.