download transactions issue

Tricia's Avatar

Tricia

14 Mar, 2016 11:13 PM

Hi, I'm getting this error message when trying to set up my online banking to download transactions:
The error code reported by the server was: 2000
USER NOT AUTHORIZED TO ACCESS THE SYSTEM WITH THIS APPLICATION

Can you please help me resolve this so I can download transactions?
Thanks.

  1. 1 Posted by David Hanley on 14 Mar, 2016 11:47 PM

    David Hanley's Avatar

    Hi Tricia,

    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 13 Jun, 2016 11:50 PM.

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