Direct connect set-up

Steve Lederer's Avatar

Steve Lederer

30 Dec, 2019 09:20 PM

Looking for help in setting up my online account, so I can download transactions from my bank.

  1. 1 Posted by -Kevin N. on 30 Dec, 2019 09:25 PM

    -Kevin N.'s Avatar

    Hi Steve,

    A good place to start is the Knowledge Base. Here's a link to relevant articles about online banking.
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    If you run into issues, post the exact text of any error message(s) received, the name of the bank, the version and build number of Moneydance and to a lesser extent, your OS.

    Keep in mind that these are public forums. Make sure not to include any sensitive information. e.g. account numbers.

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

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