Cannot Sync or Download Transactions with USBank account

Anthony's Avatar

Anthony

24 Dec, 2019 11:03 PM

I am not able to successfully authenticate to USBank through MD. I know my username and password are correct.

Thanks,
-Anthony

  1. 1 Posted by dwg on 24 Dec, 2019 11:43 PM

    dwg's Avatar

    I'm a fellow user.

    Your bank appears to appear on the Moneydance supported list:

    https://infinitekind.com/fi

    Have you followed the instructions at:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/direct-connect

    and specifically ensured that that account has been enabled for Direct Connect.and that you have the username/password combination for this as they are often different to what is used for Internet banking.

    If you continue to have a problem I would suggest you post the version of Moneydance you are using (including the build number) and the exact error message(s) you are getting.

  2. 2 Posted by Andrew on 31 Dec, 2019 10:53 AM

    Andrew's Avatar

    Hi Anthony,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers.

    To add to this useful information I thought it's worth mentioning that Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for ATM or online banking. You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.
    You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Do not hesitate to contact us again, if you need further assistance.

    --
    Andrew, Infinite Kind Support

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