US Bank connected but cant send payments

Jul 24, 2023 @ 05:37 AM

I have latest Moneydance, on Windows 11.

I have successfully connected to US Bank, and have subscribed to Quicken direct connect with usbank.

I can download transactions nicely.

However, I cannot send payments. The dropdown combo for payee does not show any entries nor
allow a new entry to be added.

I tried refreshing bank info, and also set all disabled and reset. Same behavior.

1 Posted by S Kearns on Jul 24, 2023 @ 05:52 AM

Solved it.... The (sad) trick is that when US Bank took over Union Bank and I changed over the bank connection, Moneydance lost all my saved payees.

So they need to be reentered using Online / Online Bill Payment... dialog.
- Edit
2 Posted by dwg on Jul 24, 2023 @ 07:17 AM

I'm wondering if the list of online payees is part of that specific connection and that is the cause of the list being lost.
- Edit
System closed this discussion on Oct 23, 2023 @ 07:20 AM.

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