Can;t connect to bank

JOSEPH BEAN's Avatar

JOSEPH BEAN

16 Oct, 2015 12:07 AM

I use Union Bank which is on the bank list, however I can not get it to connect.
I need detailed info as to exactly what needs to be input when I set it up.
The documentation is to vague
Please email me your response

  1. 1 Posted by David Hanley on 16 Oct, 2015 12:40 AM

    David Hanley's Avatar

    Hi Joseph,

    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!

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:02 AM.

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