connecting to bank

David Bell's Avatar

David Bell

18 Jan, 2022 01:06 AM is not listed, what do I do

  1. Support Staff 1 Posted by Maddy on 18 Jan, 2022 09:45 AM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on this page.

    Citi Cards is listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    You can enable Direct Connect access for Citi as follow:

    1. Go to Citibank CC account and chose "Set up Online Banking"
    2. Choose "New Connection" and then select "Citi Cards"
    3. Going through the setup you'll be prompted to visit
    4. Make sure you are logged out of Citibank before going to that URL.

    5. Click on ADD ACCESS and followed steps 1 & 2 above.

    Alternatively, if you wish to try out our new connection method, you could download and install Moneydance 2022.3 (4063) and subscribe to Moneydance +. This is a premium service for downloading accounts and transactions. You can find out more in this article of the Knowledge Base and also in our blog.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  2. Maddy closed this discussion on 30 Mar, 2022 12:19 PM.

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