unable to get online banking to work

tjparrott61's Avatar

tjparrott61

21 Mar, 2021 02:32 PM

I have been unable to set up online banking for any of my direct connect accounts. When I try to check the box that says Online Banking, nothing works.

  1. 1 Posted by Stuart Beesley ... on 21 Mar, 2021 02:49 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    What version of MD?
    What bank(s)?
    Are you selecting the account on the left side bar first?

  2. 2 Posted by tjparrott61 on 21 Mar, 2021 02:59 PM

    tjparrott61's Avatar

    Vet 2021.1 (3056)

    ncsecu and USAA both on list

    Yes

  3. 3 Posted by tjparrott61 on 21 Mar, 2021 03:02 PM

    tjparrott61's Avatar

    You are the man!

    It was the sidebar thing

  4. 4 Posted by Stuart Beesley ... on 21 Mar, 2021 05:37 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Usaa won’t work. You need my fix here.
    https://infinitekind.tenderapp.com/discussions/online-banking/18363...

    You are lucky. We got ncsecu fixed last week

    (Not support, just a fellow user)

  5. 5 Posted by tjparrott61 on 21 Mar, 2021 09:48 PM

    tjparrott61's Avatar

    Used it this afternoon and it worked......thanks a lot! If I had to stick
    with Quicken I would lose my mind!

  6. 6 Posted by tjparrott61 on 21 Mar, 2021 09:49 PM

    tjparrott61's Avatar

    Lol, if you decide to tackle Pentagon Federal Credit Union, let me know!

  7. 7 Posted by Stuart Beesley ... on 21 Mar, 2021 09:56 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    @tjparrott61 😃 +1

  8. 8 Posted by Tim G on 07 May, 2021 01:20 PM

    Tim G's Avatar

    Just installed this on a MAC and all of the online banking stuff is greyed out in the dropdown menu and we cannot add accounts, which is the major feature we wanted. Please help.

    TjG

  9. 9 Posted by dwg on 07 May, 2021 08:56 PM

    dwg's Avatar

    I'm a fellow user.

    Online Banking being greyed out is often a sign that you are trying to add accounts while viewing Moneydance's Summary Page.

    You need to have created the account and be viewing the transaction register for the Online Banking item in the menu to be active.

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