PNC Bank
Hi,
I have read in the forum that Moneydance uses the same type of
connection as Quicken. I want to switch from Quicken to Moneydance
but my bank, PNC says they do not support Moneydance (even though
Moneydance lists PNC as an accessible bank )
How do I get around this? in the forum i read you can. However, I need exact instructions on how.
Thank You,
Leslie
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1 Posted by Angie Rauscher on 18 Jun, 2010 02:31 PM
Leslie,
Most 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 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 they do not support 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.
Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 18 Jun, 2010 02:31 PM.