Changing credit card number
Hi, we had to get new cards because of credit fraud and I'm having a hard time making the changes so I can download transactions. I keep deleting the old card number but it gives no space where I can add my new card #.
Thanks,
Johnny
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
Support Staff 1 Posted by Ethan on 04 Feb, 2016 01:17 PM
Hello Johnny,
Try these steps to disable and recreate a direct connection with new information:
1) Open your bank account register by clicking on it in the left sidebar in Moneydance
2) Select Online->Setup Online Banking from the menu bar
3) Click the Disable button.
4) Select Online->Setup Online Banking from the menu bar (again)
5) Click the New Connection button and select your bank from the list of available institutions that pops up. Hit OK
6) Continue with the setup process, entering your username/password
7) Repeat steps 1-6 for any additional accounts from this bank
Please let me know if you continue to have connection problems after recreating your connection.
Ethan
Moneydance Support
2 Posted by docwon@me.com on 04 Feb, 2016 03:11 PM
Ethan.
Followed your steps.
My old card is still there.
Sent from my iPhone
3 Posted by docwon@me.com on 05 Feb, 2016 06:13 PM
Hi, still can't get my old credit card number out of the system so I can't put in my new number.
4 Posted by Ian L on 05 Feb, 2016 07:44 PM
Could you check your account settings in Moneydance to make sure that your account and routing numbers are entered correctly? The information in the dropdown box from your screenshot comes directly from your bank. If you have your old card number still in your settings, it could be causing download problems.
Ian
Infinite Kind Support
5 Posted by docwon@me.com on 06 Feb, 2016 02:17 PM
Hi. That was it. I had to log into my citibank account and delete the old card and the new card automatically popped up.
Several days of frustration but appreciate all your help to get my account connected again!
Support Staff 6 Posted by Jenny on 08 Feb, 2016 12:00 PM
Hi Johnny,
Glad to hear this is resolved!
Please let us know if we can be of further assistance.
Jenny
Infinite Kind Support
Jenny closed this discussion on 08 Feb, 2016 12:00 PM.