cannot connect to bank of america with my login and password to download my transactions

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26 Jul, 2015 09:16 PM

I have tried using safari and chrome browser

  1. 1 Posted by David Hanley on 27 Jul, 2015 10:33 AM

    David Hanley's Avatar

    Hi Ronald,

    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."

    Here's the link to the page on Bank of America's website that will allow you to enable direct connect access to your accounts:

    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. 2 Posted by georgettalbot on 15 Sep, 2015 01:12 PM

    georgettalbot's Avatar

    I just talked to them and they said that they only support "Quicken express web connect" now, whatever that means. Does that mean some special protocol to download a QIF/QFX file?

  3. 3 Posted by Jerome on 15 Oct, 2015 02:56 PM

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    Hi George,

    I'm so, very terribly, sorry about our delayed response, we've had an unusually high volume of support requests recently and your has somehow slipped by us.

    Unfortunately, Bank of America no longer supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution. The best way to get your transactions into Moneydance is 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.

    Infinite Kind Support

  4. Jerome closed this discussion on 15 Oct, 2015 02:56 PM.

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