tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1419-unable-to-connect-to-bank-for-online-bankingInfinite Kind: Discussion 2016-03-19T05:10:11Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/384195062015-11-10T15:16:29Z2015-11-10T15:16:29ZUnable to connect to bank for online banking<div><p>Hi Joseph</p>
<p>Can you tell me the name of the financial institution you are
trying to connect to?</p>
<p>If your bank, credit card provider, or investment firm supports
direct OFX connections, which Moneydance requires in order to talk
directly to a financial institution, then you'll be able to set
Moneydance to automatically download and update your transaction
history from those institutions. You can see a list of currently
supported financial institutions on <a href="http://infinitekind.com/fi">this page</a>.</p>
<p>If you are working with a supported financial institution then
you may need to first 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."</p>
<p>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. </p>
<p>Once your account is enabled for Direct Connect access then you
can setup the connection to them in Moneydance by following
<a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
these instructions</a>.</p>
<p>If it turns out that your financial institution doesn't support
direct OFX connections, then 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.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/384195062015-11-10T16:32:07Z2015-11-10T16:32:07ZUnable to connect to bank for online banking<div><p>The financial institution is "Union Bank - Quicken". I have
talked to the bank many times but the end result is they do not
recognize MoneyDance and will not support it. They assure me that I
have a "direct connection, however I cannot get any of the
passwords they give me to work.I understand that I can download QFX
files and import them and that works fine, however it is very
inconvenient to do this and makes MoneyDance less attractive. Had I
known this before purchasing I probably would have passed and
looked for something else.Also how do I set up credit card accounts
to be able to download into MoneyDance ?</p>
<pre>
<code> On Tuesday, November 10, 2015 7:22 AM, Jerome <tender+dc23d66046@tenderapp.com> wrote:</code>
</pre>
<p>#yiv3369492678 pre {width:92%;margin:10px 2%;padding:5px
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#ccc;}</p></div>Joe Beantag:infinitekind.tenderapp.com,2009-01-14:Comment/384195062015-11-10T16:43:38Z2015-11-10T16:43:38ZUnable to connect to bank for online banking<div><p>Hi Joseph,</p>
<p>Union bank does in fact support direct connect, regardless of
whether their support is aware of that. They refer to it as
<em>Online Banking with Software</em>. Here are some links that you
should find helpful:</p>
<p><strong>Union Bank FAQ on Direct Connect:</strong> <a href="https://www.unionbank.com/global/help/personal-banking/online-banking-direct-connect-faq.jsp#Online">
https://www.unionbank.com/global/help/personal-banking/online-banki...</a>
Banking With Software (Direct Connect).</p>
<p><strong>Apply for Direct Connect here:</strong> <a href="https://applynow.unionbank.com/applynow/registerForPFM.do?param=showDefault">
https://applynow.unionbank.com/applynow/registerForPFM.do?param=sho...</a></p>
<p>Hope this helps, and feel free to contact me with any questions
about this process!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley