Credit card sink

Mark Derrick's Avatar

Mark Derrick

23 Jan, 2025 11:44 AM

Is there a way to sync my Apple Credit Card? It’s sponsored through Goldman Sachs

  1. Support Staff 1 Posted by Maddy on 23 Jan, 2025 01:02 PM

    Maddy's Avatar

    Hi Mark,
    Thank you for contacting Moneydance support.

    Generally, when a financial institution supports Direct Connect, we recommend using the OFX service method.

    Firstly because it is free, secondly because the downloads are immediate as these do not require the intervention of an aggregator as it happens with Moneydance +, thirdly as you can use ‘Bill Pay’(if required).

    So, since Goldman Sachs supports the OFX method, you could try creating the OFX Connection as outlined here.

    Finally, restart Moneydance.


    Please note that your bank might require you to enable your accounts for application-based online banking and 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.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

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