tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1222-download-account-info-from-the-bankInfinite Kind: Discussion 2015-10-20T15:02:44Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382248642015-10-17T22:53:22Z2015-10-17T22:53:23ZDownload account info from the bank<div><p>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:</p>
<p>Online<br>
Set up Online Banking<br>
and the Financial Institution drop down menu is blank.</p>
<p>Need help.</p>
<p>Thanks</p>
<p>Nick</p></div>Nicktag:infinitekind.tenderapp.com,2009-01-14:Comment/382248642015-10-18T13:54:43Z2015-10-18T13:54:43ZDownload account info from the bank<div><p>Hi Nick,</p>
<p>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 <a href="http://infinitekind.com/fi">this page</a>.</p>
<p>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."</p>
<p>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. </p>
<p>Once your account is enabled for Direct Connect access then you
can setup the connection to them in Moneydance by following
<a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
these instructions</a>.</p>
<p>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.</p>
<p>I hope that this is helpful. Please let us know if we can be of
further assistance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/382248642015-10-18T16:49:57Z2015-10-18T16:49:57ZDownload account info from the bank<div><p>Thanks so much for your help Jerome...it turns out that it is on
Chase's<br>
end. I cannot download to my Quickbooks on line either for my
business<br>
account...so I sent them a note, and they are working on the
issue.<br>
I will let you know if I have any trouble once they get it working
again on<br>
there end.<br>
Have a great week!</p>
<p>NIck</p></div>Nick Rauch 480-215-6945tag:infinitekind.tenderapp.com,2009-01-14:Comment/382248642015-10-18T17:14:48Z2015-10-18T17:14:48ZDownload account info from the bank<div><p>Hi Nick,</p>
<p>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.</p>
<p>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.</p>
<p>-Kevin N.</p></div>-Kevin N.