Changing credit card number

docwon@me.com's Avatar

docwon@me.com

03 Feb, 2016 11:25 PM

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

  1. Support Staff 1 Posted by Ethan on 04 Feb, 2016 01:17 PM

    Ethan's Avatar

    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. 2 Posted by docwon@me.com on 04 Feb, 2016 03:11 PM

    docwon@me.com's Avatar

    Ethan.

    Followed your steps.
    My old card is still there.

    Sent from my iPhone

  3. 3 Posted by docwon@me.com on 05 Feb, 2016 06:13 PM

    docwon@me.com's Avatar

    Hi, still can't get my old credit card number out of the system so I can't put in my new number.

  4. 4 Posted by Ian L on 05 Feb, 2016 07:44 PM

    Ian L's Avatar

    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. 5 Posted by docwon@me.com on 06 Feb, 2016 02:17 PM

    docwon@me.com's Avatar

    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!

  6. Support Staff 6 Posted by Jenny on 08 Feb, 2016 12:00 PM

    Jenny's Avatar

    Hi Johnny,

    Glad to hear this is resolved!

    Please let us know if we can be of further assistance.

    Jenny
    Infinite Kind Support

  7. Jenny closed this discussion on 08 Feb, 2016 12:00 PM.

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