I can't set-up online banking

Serpil's Avatar

Serpil

31 Jan, 2016 12:16 PM

Hello,

I just purchased moneydance and so far I am not impressed.

I cannot set up my new accounts with my online banking. When I click set-up new online banking, nothing happens.

Please can someone get back to me asap, I need to handle this today.

Many thanks
Serpil

  1. 1 Posted by Donald Macdonal... on 31 Jan, 2016 12:37 PM

    Donald Macdonald's Avatar

    Hi Serpil,

    Just to confirm have you checked to see your bank is on the list here, followed the instructions in chapter 4 of our manual here and could you tell us what bank you are with?

    Thanks!

    Donald Macdonald
    Infinite Kind Support

  2. 2 Posted by Serpil Quinn on 31 Jan, 2016 01:09 PM

    Serpil Quinn's Avatar

    Hi Donald,

    Yes, I have checked and it is not on there, and I can't believe it as it is
    HSBC.

    I live in the UK and I brought this product on the understanding that it is
    supported in the UK.

    If it is not, then I would please like a refund, it is of no use to me.

    Please help.

    Thank you

    Serpil

  3. 3 Posted by David Hanley on 31 Jan, 2016 01:24 PM

    David Hanley's Avatar

    Hi Serpil,

    I'd be happy to offer you a refund if you purchased Moneydance directly from our website, but I am inclined to offer you technical assistance first. This is not an attempt to get out of giving you a refund, if that is what you want let me know and I will authorize it. However if there is something specific that I might be able to assist you with, I am at your service.

    Please note that if you purchased Moneydance from a third-party site, such as the Mac App Store/iTunes, you will have to go through their site to process your refund request.

    Unfortunately, it doesn't appear that HSBC supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.  The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC files (sometimes referred to as 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    David Hanley
    Infinite Kind Support

  4. System closed this discussion on 01 May, 2016 01:30 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac