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.

    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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