Can't set up online banking

bssmith's Avatar

bssmith

14 Feb, 2019 02:15 AM

I am a new MoneyDance user, but not a happy one. I've paid for and registered my copy, but am unable to set up online banking. That is, when I select the Online Banking Option I can't progress further.

Please advise.

BS Smith

  1. Support Staff 1 Posted by Ethan on 14 Feb, 2019 02:32 AM

    Ethan's Avatar

    Hello,

    Can you clarify in a bit more detail what happens when you go to Online -> Set up Online Banking from the menu bar? Does the setup window appear and you can't click on anything, does it not appear at all, do you get an error message, etc?

    Ethan
    Infinite Kind Support

  2. 2 Posted by dwg on 14 Feb, 2019 02:36 AM

    dwg's Avatar

    I'm a fellow user.

    If you mean when you select the online menu item the window opens but you cannot select "Set up online banking" this is likely because you can only setup online banking when you are viewing an account register, so for example it will not work if you are viewing the summary window. if this is not the case perhaps you can elaborate further.

  3. 3 Posted by bssmith on 14 Feb, 2019 02:56 AM

    bssmith's Avatar

    Dawg I'm sorry, dwg,

    Yes, thank you, you nailed it. The problem was that I wasn't on an account
    that I wanted to set up. I still have a problem--MD claims the userid or
    pwsd is invalid. They work with the financial institution, however. But
    at least I'm making progress.

    Thanks again,

    BS Smith

  4. 4 Posted by dwg on 14 Feb, 2019 03:09 AM

    dwg's Avatar

    The username/password combination you use for Internet banking is quite often different to the combination used for Direct Connect, they are usually completely separate computer systems and often the institutions have not got the systems that would facilitate a common username/password for both. Also many institutions will want to specifically enable Direct Connect for your usage.

    I'd suggest you read through the knowledge base article on Direct Connect for further background:

    http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-connect

  5. System closed this discussion on 16 May, 2019 03:10 AM.

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