Limitations of online banking
I just bought your program but am concerned because I don't see that you have certain banking and investment accounts to work with online. I want to be able to download investment info from TD Ameritrade institutional and I have a capital one credit card. I can't fine either of these critical institutions in your database of online banking so that I can pull data across. If these large institutions are not available then I am going to have to request a refund of my investment in your program. Let me know please. Gary Cardinale
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1 Posted by David Hanley on 29 Oct, 2015 02:24 PM
Hi Gary,
I'd be happy to offer you a refund if you purchased Moneydance directly from our website, but I am inclined to offer you technical assistance first. This is not an attempt to get out of giving you a refund, if that is what you want let me know and I will authorize it. However if there is something specific that I might be able to assist you with, I am at your service.
We do offer a direct connection for TD Ameritrade, Many financial institutions will require you to enable your accounts for application-based online banking. 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.
Unfortunately, Capital One does not support direct OFX connections for credit cards, which Moneydance (and other financial software) requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.
If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
Please note that if you purchased Moneydance from a third-party site, such as the Mac App Store/iTunes, you will have to go through their site to process your refund request.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
David Hanley
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 05:01 AM.