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1 Posted by dwg on 28 Sep, 2024 10:25 PM
No there is not.
While the Moneydance folks can determine if a bank supports Direct Connect in general, they cannot determine which specific services they offer. Only once a bank is connected to Moneydance with your username/password can the software determine that.
2 Posted by jefflee307 on 30 Sep, 2024 05:00 PM
Thanks for the reply. I am considering switching from Quicken and this is an important item. The trial states it supports manually added transactions (up to 100) so I can't test this without purchasing.
Bank of America is very picky about their connections.
3 Posted by dtd on 30 Sep, 2024 07:54 PM
100 manual transactions does not include downloaded or imported transactions, those aren't limited (unless you mark them cleared, so don't do that)
Moneydance+ also has a trial period (i.e. a certain number of days) to allow downloads if OFX direct connect doesn't work with your bank.
Oh, I see you want bill pay - so only if you can direct connect can you get to that.
4 Posted by flyingout on 03 Oct, 2024 04:50 AM
Unless I missed its return, we lost BofA bill pay from within MD a long time ago. Just MD+ for downloads now.
I had moved to web or app bill pay mostly by then anyway.
Cheers
5 Posted by dwg on 03 Oct, 2024 06:06 AM
BoA removed all support for Direct Connect in October 2022.
With the continued removal of Direct connect services then using the Web pay that institutions provide on their internet banking sites will be one of the few ways forward.
I suspect third party Bill pay systems will prove to be too costly to integrate into Moneydance.
6 Posted by jefflee307 on 03 Oct, 2024 03:46 PM
Thanks I have been realizing the same thing.
7 Posted by jefflee307 on 03 Oct, 2024 03:48 PM
Thanks. I was hoping that was not the case.