Unable to download transactions Automatically
George
I have reviewed your 2015 PDF User Guide and I can't get the OFX connection to properly work, please help...
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1 Posted by David Hanley on Nov 13, 2015 @ 01:38 PM
Hi George,
Can you give me the name(s) of the financial institution(s) you're trying to connect to? 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.
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
David Hanley
Infinite Kind Support
2 Posted by Jorge Pena on Nov 13, 2015 @ 06:23 PM
Thanks David, I appreciate your feedback. I’ll call my bank, state what you just mentioned, and see if I can get it to work.
System closed this discussion on Mar 19, 2016 @ 05:02 AM.