tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/767-cannot-connect-to-bank-of-america-with-my-login-and-password-to-download-my-transactionsInfinite Kind: Discussion 2021-10-17T13:13:48Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/374833292015-07-27T10:33:16Z2015-07-27T10:33:16Zcannot connect to bank of america with my login and password to download my transactions<div><p>Hi Ronald,</p>
<p>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."</p>
<p>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:<br>
<a href="https://secure.bankofamerica.com/login/sign-in/signOnScreen.go?reason=QKN">
https://secure.bankofamerica.com/login/sign-in/signOnScreen.go?reas...</a></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>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/374833292015-09-15T13:12:03Z2021-10-17T13:13:48Zcannot connect to bank of america with my login and password to download my transactions<div><p>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?</p></div>georgettalbottag:infinitekind.tenderapp.com,2009-01-14:Comment/374833292015-10-15T14:56:12Z2015-10-15T14:56:12Zcannot connect to bank of america with my login and password to download my transactions<div><p>Hi George,</p>
<p>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.</p>
<p>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.</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerome