New User - Setting up and Downloading Accounts - NO Accounts to Download

greenwooderica's Avatar

greenwooderica

29 Nov, 2015 10:54 PM

Hello,

I am a new customer and am attempting to set up my bank accounts. I have several checking accounts with Intrust Bank. I link those same accounts to other financial applications such as Mint with no problem. However, after setting them up in your app I get the message "No Accounts to Download" when I attempt to download my data.

Can you please assist?

Thanks,
Erica

  1. 1 Posted by David Hanley on 29 Nov, 2015 11:20 PM

    David Hanley's Avatar

    Hi Erica,

    Unfortunately, it doesn't appear that Intrust Bank supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.  The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    There are two methods that personal finance software can use to access your accounts: direct connect and web connect. With web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. From a user's perspective, these two connections look basically identical. Moneydance only supports automatic connections through direct connect and not web connect. Your bank is using web connect with Mint.

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

    David Hanley
    Infinite Kind Support

  2. 2 Posted by gary.hammer on 30 Nov, 2015 02:25 AM

    gary.hammer's Avatar

    I use Intrust Bank and it downloads fine from Quicken 2015.
    It does use Express Web Connect though.

  3. System closed this discussion on 19 Mar, 2016 05:01 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac