Moneydance Setting Up Online Banking

Christopher Lilley's Avatar

Christopher Lilley

29 Mar, 2020 04:12 PM

Hello,
  I am trying to set up online banking in Moneydance. I can find the option in the pulldown menu but it is greyed out and doesn't work. I am using MD version 2017.6 (1656). How can I enable that capability?
 Thanks
 Chris

  1. Support Staff 1 Posted by Ethan on 29 Mar, 2020 04:17 PM

    Ethan's Avatar

    Hello Chris,

    The most common reason for the options to be greyed out is that you don't have the account register you want to set up opened first. Click on the account you want to set up where it is listed on the left sidebar, and then those options will be active. Otherwise, Moneydance will have no idea which account you are trying to set up.

    Full instructions for setting up direct connections can be found at: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 29 Mar, 2020 04:17 PM.

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