Not able to connect to banks
Hello.
I am trying to evaluate free version, but I am not able to connect to my bank or to my credit card.
My bank is PNC and credit card is from Bank of America. They are both in your sytem, but I get connection errors when I try to set up online banking.
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1 Posted by David Hanley on 23 Aug, 2015 11:53 AM
Hi Rus,
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.
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:
https://secure.bankofamerica.com/login/sign-in/signOnScreen.go?reas...
Here is a link to the page on PNC's website that will allow you to enable direct connect access:
https://www.pnc.com/en/personal-banking/
It has been reported that direct connect will not function properly with PNC if web billpay is activated.
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
David Hanley
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 04:57 AM.