What Banks

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04 May, 2015 02:41 PM

What banks do you support? I bank with BB&T which is a big Quicken fan.

  1. 1 Posted by Winnie Aleshire on 04 May, 2015 03:08 PM

    Winnie Aleshire's Avatar

    Hi Davis,

    BB&T does work with Moneydance as well as Quicken. Many financial institutions will require you to enable your accounts for application-based 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."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    To connect to your bank for the first time:

    Create or choose an account. (To create an account, in the menu bar go to Account->New Account)

    Open the transaction register.

    From the menu bar at the top of the screen select Online → Set Up Online Banking.

    Select "New Connection".

    Select your bank from the list. Type your bank's name in the box at the top to more easily search through the list.

    Follow the on-screen instructions from here.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Winnie Aleshire
    Infinite Kind Support

  2. Winnie Aleshire closed this discussion on 04 May, 2015 03:08 PM.

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