tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2678-cant-get-startedInfinite Kind: Discussion 2016-06-23T10:20:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/394747002016-03-24T10:19:26Z2016-03-24T10:19:26ZCan't get started<div><p>Hi Gail,</p>
<p>Which financial institution are you trying to connect with? Not
all banks will support Direct Connect for their credit card
accounts.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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.</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking - this is different
from enabling Online Banking.</p>
<p>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. <em>"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."</em></p>
<p>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.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny