Syncing Online Accounts

Michael Donahue's Avatar

Michael Donahue

13 Nov, 2015 09:00 PM

To Whom It May Concern:

I am looking for assistance in linking MondeyDance to my online accounts. I am told by a fellow MoneyDance user that this is possible however I have yet to be successful doing so. My goal is to have my Checking/Savings account linked to MoneyDance and then create a budget based of that. Any help is greatly appreciated.

Kind Regards,

Mike

  1. 1 Posted by Scott Meehan on 13 Nov, 2015 09:11 PM

    Scott Meehan's Avatar

    Hi Mike,

    What financial institution are you trying to connect to?

    If we're able to support direct connections with your financial institution, you can follow these instructions:

    http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

    to setup your connection with them.

    Scott Meehan
    Infinite Kind Support

  2. 2 Posted by Michael Donahue on 13 Nov, 2015 10:15 PM

    Michael Donahue's Avatar

    Chase Bank

    Sent from my iPhone

  3. 3 Posted by David Hanley on 13 Nov, 2015 10:17 PM

    David Hanley's Avatar

    Hi Michael,

    Many financial institutions (including Chase) 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.

    To enable the connection with Chase you can call them at 1-877-242-7372, or go with the simpler method and use their website. First, log on to Chase's site, and click the Customer Center Tab. Click on "Financial Management Software". Select "Activate Direct Access through PFM service" and follow the prompts from there. Good luck getting set up, and if you have any other questions please don't hesitate to ask.

    David Hanley
    Infinite Kind Support

  4. 4 Posted by Michael Donahue on 23 Nov, 2015 06:26 PM

    Michael Donahue's Avatar

    David,

    I followed your instructions but still have had know luck after enabling as explained online. Please tell me the steps I take thru money dance to download to account. If possible could we set up a conference call to do this.

    Kind regards,

    Mike

    Sent from my iPhone

  5. Support Staff 5 Posted by Tom Freeman on 29 Nov, 2015 09:17 PM

    Tom Freeman's Avatar

    I'm sorry but we don't offer telephone support.

    Can you describe specifically what steps you are taking to connect and any error messages your are receiving.

    Tom Freeman
    Infinite Kind Support

  6. System closed this discussion on 19 Mar, 2016 05:03 AM.

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