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Bank of America

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Frank Vasquez

03 Aug, 2016 05:24 PM

Attempting to create a new account to Bank of America and it's not on the list of institutions

1. 1 Posted by David Hanley on 03 Aug, 2016 05:41 PM

   

   Hi Frank,

   Bank of America has recently discontinued their support for new direct connect activations. However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. We're not sure how long this will continue to work, but you can try connecting with these settings:

   Institution ORG: HAN
   Institution ID: 5959
   OFX Server URL: https://eftx.bankofamerica.com/eftxweb/access.ofx

   You can enter these by going the Online->"Setup Online Banking" menu item and then clicking on the Advanced Setting button. Again, this will only work if your account has already been activated for direct connections.

   If you haven't enabled OFX services with Bank of America previously, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

   If your bank decides to support direct OFX connections again in the future, we will be happy to work with them.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   David Hanley
   Infinite Kind Support

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2. 2 Posted by aksalsero on 03 Aug, 2016 06:39 PM

   

   Hello David,

   I'm sorry to hear this, I purchased the software with the hopes of
   downloading my financial data from Bank of America, I've been using quicken
   up to this point and thought it was a problem with them. It's appears to be
   an issue with Bank of America. I wish I would've know this going in.

   With that said, I would be interested in refund.

   Can you assist me with this.

   Thank you,

   Frank Vasquez

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3. Support Staff 3 Posted by Ben Spencer on 03 Aug, 2016 08:47 PM

   

   I am sorry that our product did not meet your needs. I have asked our payment processing partners BMT Micro to process your refund. They will let you know when the process is complete from their end.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Ben Spencer
   Infinite Kind Support

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4. Ben Spencer closed this discussion on 03 Aug, 2016 08:47 PM.