Download account info from the bank
I am brand new to Money Dance...have set up my account, paid and registered. I am having a hard time downloading my checking account information from my Bank. I am doing the following:
Online
Set up Online Banking
and the Financial Institution drop down menu is blank.
Need help.
Thanks
Nick
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1 Posted by Jerome on 18 Oct, 2015 01:54 PM
Hi Nick,
If your bank, credit card provider, or investment firm supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution, then you'll be able to set Moneydance to automatically download and update your transaction history from those institutions. You can see a list of currently supported financial institutions on this page.
If you are working with a supported financial institution then you may need to first 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.
Once your account is enabled for Direct Connect access then you can setup the connection to them in Moneydance by following these instructions.
If it turns out that your financial institution doesn't support direct OFX connections, then 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.
I hope that this is helpful. Please let us know if we can be of further assistance!
Jerome
Infinite Kind Support
Jerome closed this discussion on 18 Oct, 2015 01:54 PM.
Nick Rauch 480-215-6945 re-opened this discussion on 18 Oct, 2015 04:49 PM
2 Posted by Nick Rauch 480-... on 18 Oct, 2015 04:49 PM
Thanks so much for your help Jerome...it turns out that it is on Chase's
end. I cannot download to my Quickbooks on line either for my business
account...so I sent them a note, and they are working on the issue.
I will let you know if I have any trouble once they get it working again on
there end.
Have a great week!
NIck
3 Posted by -Kevin N. on 18 Oct, 2015 05:14 PM
Hi Nick,
The same thing happened to one of my Chase Credit Card accounts yesterday. One account worked as expected but the other wouldn't download any txns.
I too emailed their support staff. Although their reply was essentially "You need to call Tech Support", the issue resolved itself later in the day.
-Kevin N.
Jerome closed this discussion on 20 Oct, 2015 03:02 PM.