Cannot Connect to Bank Online

billp's Avatar

billp

04 Jan, 2016 09:22 PM

Trying to download transactions for checking account. Account is grayed out on the Online menu. I can choose "Open Account Website" and have success seeing the account. Selecting "Setup Online Banking" results in connection error.

  1. Support Staff 1 Posted by Jenny on 05 Jan, 2016 10:40 AM

    Jenny's Avatar

    Hi,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    If your bank is on the list, then they support direct OFX connections. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    If your bank is not listed, then unfortunately they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 14 Jan, 2016 03:52 PM.

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