Synchronization Moneydance with first Republik bank San Francisco

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Joerg

10 Feb, 2022 09:20 PM

I am trying to match my first Republik accounts with my Moneydance accounts. My problem is that I have multiple first republic account and they show up at simplified accounts but there is no account number displaced with them on your website. Contacted the bank they stating they giving all the information as for quicken Accounts.
Summary: I can not match my banking accounts to Moneydance account because Moneydance doesn’t not display account numbers. Clarification I am sure it would be no problem if I would only wound have one account but that is not the case
Thx

  1. 1 Posted by dwg on 10 Feb, 2022 09:44 PM

    dwg's Avatar

    I'm a fellow user.

    If you are using Moneydance + then this is not unusual since as a security measure account numbers are not made visible, a fundamental need for fraud activity is an account number. With many banks the way around this problem is to assign nicknames to your accounts through the bank's internet banking, nicknames are shown through Moneydance+ given they do not give away any really useful information, or certainly nothing that could be used in a transaction.

  2. 2 Posted by Joerg Wittenber... on 10 Feb, 2022 10:09 PM

    Joerg Wittenberg's Avatar

    Thank you will go the nickname route and let you know. Thx

    Sent from Joerg's iPhone.

  3. Maddy closed this discussion on 11 Feb, 2022 03:35 PM.

  4. Joerg Wittenberg re-opened this discussion on 13 Feb, 2022 04:43 AM

  5. 3 Posted by Joerg Wittenber... on 13 Feb, 2022 04:43 AM

    Joerg Wittenberg's Avatar

    Doug
    Nicknamed my accounts but now when I refresh to get account nicknames the old accounts are still there and get the following error message thx for your help

    Sent from Joerg's iPhone.

  6. 4 Posted by Joerg Wittenber... on 13 Feb, 2022 04:54 AM

    Joerg Wittenberg's Avatar

    Doug
    This is what the accounts look like no info with bank name and does not show nickname

    Sent from Joerg's iPhone.

  7. 5 Posted by Joerg Wittenber... on 15 Feb, 2022 09:17 PM

    Joerg Wittenberg's Avatar

    Hallo doug
    I finally was able to download some account but I try to match them with my Moneydance accounts and the drop box for accounts does not go up and down.
    See picture.
    Thanks

    Sent from Joerg's iPhone.

  8. System closed this discussion on 17 May, 2022 09:20 PM.

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