tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/865-connections-problemsInfinite Kind: Discussion 2016-03-19T05:06:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/376697462015-08-16T13:00:35Z2015-08-16T13:00:35Zconnections problems<div><p>Regarding Meritrust, can you please be more specific about the
problem you are having connecting? How far along are you getting in
the setup process (<a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...</a>)?
Are you receiving any error messages, and if so, what are they?</p>
<p>Regarding Cabela, it unfortunately doesn't appear that bank
supports direct OFX connections, which Moneydance requires in order
to talk directly to a bank. 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, OFX, OFC, or QIF 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>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/376697462015-08-16T18:57:29Z2015-08-16T18:57:29Zconnections problems<div><p>Just after the login info I get this error</p>
<p>Jon Brooks<br>
Cell 620.218.4629<br>
<a href="mailto:jebrooks@wichita.edu">jebrooks@wichita.edu</a><br>
<a href="mailto:newparadigm21@gmail.com">newparadigm21@gmail.com</a><br>
<a href="http://www.linkedin.com/pub/jon-brooks/14/192/805/">http://www.linkedin.com/pub/jon-brooks/14/192/805/</a></p></div>Jon Brookstag:infinitekind.tenderapp.com,2009-01-14:Comment/376697462015-08-16T19:15:39Z2015-08-16T19:15:39Zconnections problems<div><p>Have you contacted your bank to enable your accounts for direct
connections? 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>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>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/376697462015-08-16T19:46:26Z2015-08-16T19:46:26Zconnections problems<div><p>Thank you I will try this Tomorrow they are closed today.</p></div>Jon Brooks