Download doesn't work

hdluke's Avatar

hdluke

31 Oct, 2021 03:41 PM

I'm trying to connect to my banking institution to download transactions and all I get is the login page of my bank. It won't download transactions. What do I need to check to fix this?

  1. 1 Posted by Stuart Beesley ... on 31 Oct, 2021 03:45 PM

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

    Sounds like you have a url website registered against the account in tools/accounts. If so, remove this. Then use the online menu and then setup online banking.

  2. 2 Posted by hdluke on 31 Oct, 2021 04:00 PM

    hdluke's Avatar

    This comment was split into a new private discussion: Download doesn't work

    I cleared out the URL and that doesn't work either. At this point, we would like to request our money back as we are within the 90 day guarantee window.

  3. 3 Posted by derekkent23 on 31 Oct, 2021 04:41 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi hdluke

    The method you use to download bank transactions to Moneydance depends on what method your bank supports.

    If they support Direct Connect or failing that you can import QFX/OFX or even QIF file downloaded from your bank account web site, see this set of articles. https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    If your bank does not support any of these Moneydance has just introduced an optional Moneydance+ a $2/month subscription service that can be used with your normal licence key which uses the aggregator Plaid see https://infinitekind.tenderapp.com/kb/moneydance

    Hope this helps

  4. Maddy closed this discussion on 04 Nov, 2021 08:48 AM.

  5. Maddy re-opened this discussion on 04 Nov, 2021 08:53 AM

  6. Ethan closed this discussion on 14 Nov, 2021 10:17 PM.

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