Can't get started
Gail Zwiebel
I am trying to set up my credit card to download transactions into the MoneyDance register for that account. But I seem to be in some kind of loop. When I go through the steps to "set up online banking" I keep getting error message 2000. When I go to the credit card website it says I'm approved for online banking but nothing changes in Moneydance. What's my next step ?
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Support Staff 1 Posted by Jenny on Mar 24, 2016 @ 10:19 AM
Hi Gail,
Which financial institution are you trying to connect with? Not all banks will support Direct Connect for their credit card accounts.
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
If your bank is on the list, which means they support direct OFX connections. You can setup online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
Many financial institutions will require you to enable your accounts for application-based online banking - this is different from enabling 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.
Jenny
Infinite Kind Support
System closed this discussion on Jun 23, 2016 @ 10:20 AM.