Can't Setup
After purchasing the program and importing a data file from Quicken, why am I not able to set up Online Banking?
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Support Staff 1 Posted by Ethan on 31 Dec, 2015 09:20 PM
To clarify, are you following the steps for setting up direct connections available at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...? If so, where are you running into trouble in the process?
Ethan
Moneydance Support
2 Posted by Richard Hausman on 31 Dec, 2015 09:28 PM
Ethan,
I’m trying to follow those steps but the Setup Online Banking is greyed out.
Richard
3 Posted by -Kevin N. on 31 Dec, 2015 09:32 PM
Hi Richard,
A possible reason for 'Setup Online Banking' being grayed out is that you are viewing the Summary Page rather than the account that you are interested in setting up.
HTH -Kevin N.
4 Posted by Richard Hausman on 31 Dec, 2015 09:45 PM
You’re right! Thanks. And Happy New Year!
Richard
Support Staff 5 Posted by Ethan on 31 Dec, 2015 10:02 PM
Glad to hear you figured it out! Please let us know if we can be of further assistance,
Ethan
Moneydance Support
Ethan closed this discussion on 31 Dec, 2015 10:02 PM.