service credit union
Hello, I attempted to connect to service credit union online banking using my online banking password and username. It said invalid login on money dance, so i called service credit union as prompted. Service credit union said that they had not heard of money dance and suggested i contact you...any ideas? Thank you!
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
1 Posted by David Hanley on 18 Dec, 2015 09:54 PM
Hi Katie,
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.
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
David Hanley
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 05:01 AM.