tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/12795-unable-to-connect-to-bbtInfinite Kind: Discussion 2019-07-04T22:30:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-01T17:47:43Z2019-04-01T17:47:43ZUnable to connect to BB&T<div><p>Hi Tom,</p>
<p>I wonder what would happen if you called back and used the wording suggested in the Knowledge Base article:</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...</a></p>
<p>Specifically :</p>
<p>"Please enable Direct Connect on my account so that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect to this service."</p>
<p>I have heard that some banks now require some sort of Quicken Authorization Code and Limit their OFX server connections to Quicken and Intuit Mint. However, when I first contacted my Credit Union, the first person told me a similar story to yours, however, when I was connected to online banking tech support, there was no problem getting the USER ID and PIN necessary to directly connect my account. I even told that person that I was using Moneydance and they didn't care, they just hadn't heard of it.</p>
<p>Just a thought.</p>
<p>Regards,</p>
<p>Tony (NOT from MD Support)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-01T23:11:26Z2019-04-01T23:11:27ZUnable to connect to BB&T<div><p>Typically, when I am dealing with something like this and I don't get the<br>
answer I want, I am polite, hang up, and call again. I think if I kept<br>
calling back, I would eventually get the right person on the phone. But it<br>
took almost an hour today going through two different people and I never<br>
got a chance to talk to the tech person directly. Its just too time<br>
consuming.</p>
<p>Tom</p></div>Tom Pollacktag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-01T23:13:38Z2019-04-01T23:13:38ZUnable to connect to BB&T<div><p>Ah, okay. I totally understand.</p>
<p>Thanks for getting back and take care,</p>
<p>Tony :)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-01T23:40:09Z2019-04-01T23:40:09ZUnable to connect to BB&T<div><p>Tony:</p>
<p>Also thanks for responding so quickly to my initial request.</p>
<p>I liked what I saw of Money Dance and I'm disappointed I couldn't make the<br>
Direct Connect work with BB&T.</p>
<p>Tom</p></div>Tom Pollacktag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-02T07:43:13Z2019-04-02T07:43:13ZUnable to connect to BB&T<div><p>I am not support staff, just a user.<br>
Hi Tom</p>
<p>Two thoughts.<br>
If your bank is not helpful find a bank that is.</p>
<p>Better idea.<br>
Try signing in to your bank and download a file of your transactions. Moneydance supports file type QFX, OFX, OFC or QIF files (aka Quicken or MS Money files) in descending order of preference, see <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/manual-downloads">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...</a></p>
<p>It’s the way I do it, lot less problems. Your two hours spent on the phone would have covered years of downloading files.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-02T09:51:23Z2019-04-02T09:54:50ZUnable to connect to BB&T<div><p>You're welcome Tom and thanks for adding your thoughts Derek.</p>
<p>It's funny, because when I wanted to get rid of Quicken, I started using Moneydance and realized that the Credit Union I belonged to did not support direct connect. I had (back in 2015) requested that they be added to the list of Supported Financial Institutions <a href="https://infinitekind.com/fi">https://infinitekind.com/fi</a> . Consequently, I would perform manual downloads, but I still liked the way that I could do that "One Click Download" stuff with Q. Anyway... long story short I decided to look at the list to see which local FI's were supported. I ended up switching CU's, and (without getting into details) realized how crappy my old one actually was. I'm an old fart and I'm not that crazy about change, but here was a case where change WAS the best choice!</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-04T17:43:33Z2019-04-04T17:43:33ZUnable to connect to BB&T<div><p>Tony:</p>
<p>I am a bit of an old fart too. I can still do change, just don't enjoy as<br>
much as I used to. I like Quicken and wouldn't be looking to change except<br>
for their switch to an annual subscription.</p>
<p>Though my copy of Moneydance is evaluative only, I imported from Quicken<br>
years worth of customized categories. I wouldn't have been able to do that<br>
when I am forced next month to go to Quicken 2019. So I am keeping my<br>
moneydance with the imported categories and if I can get BB&T to honor the<br>
Direct Connection they already have, I'll switch over.</p>
<p>Tom</p></div>Tom Pollacktag:infinitekind.tenderapp.com,2009-01-14:Comment/471350562019-04-04T22:22:12Z2019-04-04T22:22:12ZUnable to connect to BB&T<div><p>Good Luck! :)</p></div>TonyRI