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Andrew Evans's Avatar

Andrew Evans

21 Dec, 2019 08:35 PM

After reading favorable reviews, I purchased MoneyDance. I can't seem to get to first base, so to speak. I set up my Citi credit card, but when I click Download All A ccounts, or Download Citi transactions, nothing happens. The setup asks me for a website.Im not sure what address exactly to enter there. Please help!

  1. 1 Posted by -Kevin N. on 22 Dec, 2019 02:06 AM

    -Kevin N.'s Avatar

    Hi Andrew,

    Here is a link to the Moneydance Knowledge Base. In particular, a link to the articles related to Online Banking:
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Andy Evans on 26 Dec, 2019 07:04 PM

    Andy Evans's Avatar

    Kevin,

    I like the interface, but when I try to download Citi transactions, I
    get "No accounts to download"

    I am using this as the website https://accountonline.citi.com/cards. I
    keyed in the expiration date, but don't see how to key in login info.
    Please advise!

    Andy Evans

  3. 3 Posted by -Kevin N. on 26 Dec, 2019 08:11 PM

    -Kevin N.'s Avatar

    Hi Andy,

    I'm not a Citi client but according to this thread there is an approval process that needs to be followed via the Citi website.
    https://infinitekind.tenderapp.com/discussions/online-banking/14802...

    There's a rather lengthy thread referenced here:
    https://infinitekind.tenderapp.com/discussions/online-banking/14145...

    -Kevin N. (not a member of MD support)

  4. System closed this discussion on 26 Mar, 2020 08:20 PM.

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