Online account passwords

Jonathan's Avatar

Jonathan

15 Mar, 2015 08:09 PM

Every time I try to update my accounts it re-asks for the passwords for each of my 8 accounts (I've already set up the account name and password for each one). Is there a way to make this more permanent? Of note, I'm using the free trial, to see if it works for me. Is this a function of not yet being a paying customer?

  1. 1 Posted by -Kevin N. on 15 Mar, 2015 09:50 PM

    -Kevin N.'s Avatar

    Hi Jonathan,

    Moneydance can store your online banking user ID's and passwords.

    However, as a security measure, you must incorporate Moneydance's encryption feature.

    To do so, open Moneydance
    Go to File > Encryption...
    Fill out the resulting form.
    Check-mark 'Encrypt Data File' and 'Store Online Passwords in File'

    You may or may not be prompted one more time for your online passwords in order for Moneydance to 'learn' them.

    You will also be prompted now for the password to open your data file.

    DO NOT FORGET YOUR PASSWORD!

    Per the Moneydance User Guide, there is no means of retrieving it.

    HTH -Kevin N

  2. System closed this discussion on 19 Mar, 2016 04:56 AM.

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