can't login on

Attila's Avatar

Attila

30 May, 2020 05:51 PM

Having problems to log into my bank account

  1. Support Staff 1 Posted by Ethan on 30 May, 2020 06:11 PM

    Ethan's Avatar

    Hello,

    Which bank are you trying to connect with? Are you trying to set up this account in Moneydance for the first time? (It looks like it from your screenshot, I just want to make sure.)

    Have you contacted your bank to enable your accounts for direct connections? Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.

    Ethan
    Infinite Kind Support

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