Rick Simmons's Avatar

Rick Simmons

10 Nov, 2015 06:08 AM

Where is the manual that tells me how to use thus app? I bank with Bank of America and if its not supported by this app then I don't think I have the right app.

  1. 1 Posted by dwg on 10 Nov, 2015 08:11 AM

    dwg's Avatar

    The User Guide can be found at:

    It appears that BoA have stopped supporting Direct Connect: which is used for application based online banking

    You should still be able to import transactions however.

  2. Support Staff 2 Posted by Jenny on 10 Nov, 2015 11:20 AM

    Jenny's Avatar

    Hi Rick,

    This advice is correct.

    Unfortunately, Bank of America is discontinuing new sign ups and support for direct OFX connections, which Moneydance requires in order to talk directly to a bank. Bank of America also charged $9.95/month for each account that you chose to enable direct connect access to.
    If you have previously activated your account with a direct connection for use with Quicken, please advise and we can provide the advanced settings for you to get this setup.

    However, even without a direct connection, you are still able to download your transactions. 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.

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

    Infinite Kind Support

  3. Jenny closed this discussion on 10 Nov, 2015 11:20 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac