Discover card
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Mark Reed
I've tried several times unsuccessfully to connect to discover card. Moneydance will
prompt me with my logon, I type my password but nothing happens.
- Console.docx 11.4 KB
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1
Steve C
on 07 Oct, 2019 02:08 PM
I too have the same problem with Discover Card. Looks like it started in late September. I tried redoing the bank connection but that did not solve the problem. No error messages just no downloading.
2
Mark Reed
on 07 Oct, 2019 02:23 PM
Yeah, I even deleted the account and created a new one from scratch. That didn't work either.
Support Staff 3
Maddy
on 07 Oct, 2019 09:38 PM
Hi all,
Unfortunately, I don’t have the best news regarding the Discover connection.
It seems that Discover are no longer supporting automatic downloads to software other than Quicken and Intuit programs.
You can read the public thread about the Discover issues on this page.
One customer has advised contacting the bank directly and asking them to reconsider the changes they’ve made. It’s possible that with enough requests from their customers to support Moneydance, they’ll revert to allowing our Direct Connect downloads.
Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.
We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the banks site and help to automate the manual import process.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
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Maddy, Infinite Kind Support
4
jennifer.mon
on 12 Oct, 2019 12:28 PM
Downloading from their site is pretty easy. Just select "Quicken" as your format. I recently opened an Apple Card and need to do more manual input as a result, anyway. This was cake compared to that.
Also, if you've waited till now, you'll want to download your recent statement as well in this format. Then, everything balances out fine.
5
larry
on 12 Oct, 2019 02:18 PM
It may be easy for one account, but it's a PITA to have to do it for multiple. Clicking Download All Accounts inside Moneydance is a much more elegant solution. I hope Discover will reconsider and bring back Direct Connect.
6
Mike
on 29 Oct, 2019 06:46 AM
Hi Maddy,
If this is not a recoverable issue, can you please update Moneydance to properly provide error screens when this happens (since Discover may not be the last one). I do not use my Discover card regularly, but I almost missed a payment because my wife used it and I had not seen the charge pop up or an error when I did a Download All.
7
larry
on 29 Oct, 2019 10:58 AM
Great idea, Mike. The current action, doing noting and making it seem like the download worked, is not very sensible.
Support Staff 8
Maddy
on 29 Oct, 2019 11:09 AM
Thank you for sharing your views, everyone!
I will report to our developer who will take you suggestions into consideration.
Sorry for any inconvenience and thank you for your patience.
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Maddy, Infinite Kind Support
Support Staff 9
Maddy
on 30 Oct, 2019 01:45 PM
Hi Mike,
Thanks for the suggestion for improving Moneydance! I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.
Please let us know if we can be of further assistance!
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Maddy, Infinite Kind Support
System closed this discussion on 29 Jan, 2020 01:50 PM.