connections problems
I am having problems connecting to the following:
Cabela's CLUB Visa
https://www.cabelasclubvisa.com/
And
meritrust credit union
https://www.meritrustcu.org/
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Support Staff 1 Posted by Ethan on 16 Aug, 2015 01:00 PM
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 (http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...)? Are you receiving any error messages, and if so, what are they?
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.
If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
Ethan
Moneydance Support
2 Posted by Jon Brooks on 16 Aug, 2015 06:57 PM
Just after the login info I get this error
Jon Brooks
Cell 620.218.4629
[email blocked]
[email blocked]
http://www.linkedin.com/pub/jon-brooks/14/192/805/
Support Staff 3 Posted by Ethan on 16 Aug, 2015 07:15 PM
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."
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.
Ethan
Moneydance Support
4 Posted by Jon Brooks on 16 Aug, 2015 07:46 PM
Thank you I will try this Tomorrow they are closed today.
System closed this discussion on 19 Mar, 2016 04:58 AM.