three of my financial institutions are not listed

David T Karthauser's Avatar

David T Karthauser

06 Dec, 2015 08:13 PM

colemanbank.com
pioneerbanktexs.com
and possibly Edward Jones are not listed and require assistance.
Also, after I added the first online account, how do I add others.

  1. 1 Posted by Jerome on 07 Dec, 2015 02:15 PM

    Jerome's Avatar

    Hi David,

    If your bank, credit card provider, or investment firm supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution, then you'll be able to set Moneydance to automatically download and update your transaction history from those institutions. You can see a list of currently supported financial institutions on this page.

    If you are working with a supported financial institution then you may need to first 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. 

    Once your account is enabled for Direct Connect access then you can setup the connection to them in Moneydance by following these instructions.

    If it turns out that your financial institution doesn't support direct OFX connections, then 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.

    Jerome
    Infinite Kind Support

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

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