I have verified with City Bank that direct Connect is turned on and it is. I am still getting invalid ID/Password which is correct as I can sign in from any browser
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1 Posted by tgilbert666 on 24 Apr, 2022 10:55 PM
I'm a fellow user. I think you may have missed a negative but can't be sure. Did you perhaps mean isN'T or perhaps caN'T? Care to revisit or clarify?
2 Posted by bnbunch on 25 Apr, 2022 02:43 AM
Thanks for the reply. Not sure what you are trying to say though. I have
tried setting online banking through Moneydance. After I click my Bank City
Bank-Personal ,it asks for Id and password,. I sign in with the same as I
sign in through my browser and I get invalid Password or Id. Both are
3 Posted by dwg on 25 Apr, 2022 03:29 AM
It is not unusual for the Direct Connect server to require a different user ID and password. They are usually a separate computer system and many banks do not have the infrastructure to have a single username/password combination across multiple system so I would be checking this with the bank.
4 Posted by dtd on 25 Apr, 2022 04:51 AM
City or Citi? I can address part of the latter.
just a user
5 Posted by bnbunch on 26 Apr, 2022 12:13 AM
Like I stated above CITY Yes CITY
Support Staff 6 Posted by Maddy on 26 Apr, 2022 11:06 AM
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.
City Bank - Business and City Bank - Personal are 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.
Your bank require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?
When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.
You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance.
Calling up your bank and stating precisely the following should get you started:
"Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."
Please let us know if we can be of further assistance, and thanks for your interest in Moneydance!
Maddy, Infinite Kind Support
7 Posted by bnbunch on 26 Apr, 2022 11:02 PM
Thanks for the Help, but my bank is getting me the run around and no direct
answer. They say they don\t support Moneydance and I dont think they
support Quicken either. Quicken just does the connection for them somehow.
They say I must contact Intuit Quicken/Quickbooks for credentials. It seems
odd to me that nobody at City Bank Lubbock really knows anything. They say
they have contacted their IT Dept and all is good to go. No Other
information seems available. Thanks again for your time. I may be looking
bank change, not sure . Web bank works fine. Just fine and I am only a home
user. I stopped using Quicken because of the subscription at $59 a year
seems steep and it hasn't changed that much in years. I really like being
able to customize in Moneydance to colors to Desktop. When using Quicken I
used the same login as the Web Login. Only difference is I had to sign into
Intuit just to use, which I didn't like.
Just wandering OLB settup shows OFX and Moneydance2 connection. I
understand MD2 is paid. If I change to CitiBank, which would I use?
8 Posted by dwg on 26 Apr, 2022 11:26 PM
I think the position most of us take is that if an institution offers OFX then use it in preference, if they do not and you want automatic downloads then use Moneydance+.
I believe Moneydance itself reinforces this view by the fact that if you did set up both OFX and Moneydance+, OFX is used in preference.
Of course if you are happy with manual downloads and importing the file most banks offer transaction files for downloading.
System closed this discussion on 26 Jul, 2022 11:30 PM.