password or pin?

Gerardo Dominguez's Avatar

Gerardo Dominguez

12 Mar, 2016 03:53 AM

Do i have to put in my old banking password or do i make a new one?

  1. 1 Posted by David Hanley on 12 Mar, 2016 01:06 PM

    David Hanley's Avatar

    Hi Gerardo,

    Can you give me the name(s) of the financial institution(s) you're trying to connect to 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. 

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

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 11 Jun, 2016 01:10 PM.

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