Can't connect to Discover account

Sydney Deck's Avatar

Sydney Deck

29 Oct, 2015 09:45 PM

I can't connect my credit card information in Moneydance to Citibank online.

  1. 1 Posted by Sydney Deck on 29 Oct, 2015 09:48 PM

    Sydney Deck's Avatar

    I don't know my PIN for the Citibank card. I have a password instead.

  2. Support Staff 2 Posted by Jenny on 30 Oct, 2015 10:38 AM

    Jenny's Avatar

    Hi Sydney,

    Have you contacted Citibank to enable your accounts for application-based online banking? If not, you can accomplish this by asking your bank to set up your account for 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 they do not support 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.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Jenny
    Infinite Kind Support

  3. Jenny closed this discussion on 01 Nov, 2015 10:10 AM.

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