Online Banking Difficulties
I am having significant difficulties with the online banking functions. I've checked my account numbers, usernames and passwords but still cannot download transactions from all but one of my financial institutions. I usually get the error message that I'm using an invalid ID/Username or PIN/Password but I know I'm not. Any thoughts?
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1 Posted by -Kevin N. on 26 Sep, 2010 11:42 PM
Hi Steve,
To help the Moneydance Support Staff in aiding you, provide the version of Moneydance you're using, the OS you're running, and the version of Java on your machine.
You should be able to glean this information from the first few lines of text in the Console Window under the Help menu.
You should also provide the name(s) of the financial institution(s) your having issues with.
HTH -Kevin N.
2 Posted by Angie Rauscher on 27 Sep, 2010 03:18 AM
Steve,
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." It may take up to a week for this service to be enabled by your bank, this varies from bank to bank.
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.
If this is unsuccessful please do let me know, and please include your OS, the version of Java and Moneydance you are using, the bank name, and the entire error message you receive.
Good luck, and do let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
Check out our new blog series, Moneydance on the Road.
System closed this discussion on 31 Mar, 2015 03:31 PM.