American Express

irazisme's Avatar

irazisme

05 Mar, 2020 07:45 PM

Can't set up account. The system has a card number that invalid and it wont allow me to change it

  1. Support Staff 1 Posted by Ethan on 05 Mar, 2020 08:05 PM

    Ethan's Avatar

    Can you try completely disabling and recreating your bank connection? To do so, you can follow these steps:

    1) Open your bank account register by clicking on it in the left sidebar in Moneydance
    2) Select Online->Setup Online Banking from the menu bar
    3) Click the Disable button. If you don't see a disable button, continue to step 5.
    4) Select Online->Setup Online Banking from the menu bar (again)
    5) Click the New Connection button and select your bank from the list of available institutions that pops up. Hit OK. Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank in this way will force Moneydance to create a new connection, which should then allow you to connect.
    6) Continue with the setup process, entering your username/password
    7) Repeat steps 1-6 for any additional accounts from this bank

    Please let me know if you continue to have connection problems after recreating your connection.

    Ethan
    Infinite Kind Support

  2. 2 Posted by irazisme on 09 Mar, 2020 01:14 PM

    irazisme's Avatar

    Followed your Instructions - WORKED!! Thanks very very much

  3. Support Staff 3 Posted by Ethan on 09 Mar, 2020 02:13 PM

    Ethan's Avatar

    That's great to hear! Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 09 Mar, 2020 02:13 PM.

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