What to start using moneydance but unable to download statements
What do I do?
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1 Posted by -Kevin N. on May 02, 2011 @ 04:54 PM
Hi Florencia,
1) Look to Chapter 8 of the Moneydance User Guide
2) To assist the Moneydance Support Staff in helping you, provide the following:
Version of Moneydance
Operating system and version (32 or 64-Bit)
Version of Java installed
You should be able to glean this information from the first few lines of text diplayed in the Console Window listed under Moneydance's Help menu. Just copy and paste it into your next post.
3) Provide the name of the financial institution that you are trying to connect to.
4) Provide any error messages you are receiving.
HTH -Kevin N.
2 Posted by florencia.zulbe... on May 02, 2011 @ 05:10 PM
Thanks for your speedy reply. I will check the manuel. In the meantime do you know if there is a number I can call to get immediate help by an actual person on the phone?
I use MacBook Air OS X 10.6.7 and want to manage all my finance with all my bank from one system, which include:
American Express US
Citibank US
HSBC Argentina
HSBC Philippines
HSBC US
Hence why I think I need to actually talk to a person at Money Dance.
Please advice if there is a number I can call. Thank you.
Florencia
3 Posted by -Kevin N. on May 02, 2011 @ 05:46 PM
Hi Florencia,
As far as I know, besides these forums, the only other means of support offered is through email. support at moneydance dot com
The Moneydance Support Staff actively monitor these forums. There is also a knowledgeable user base to assist you.
American Express as well as Citibank are listed as financial Institutions that Moneydance supports for direct connect downloads. http://moneydance.com/fi
Unfortunately HSBC is not. You may still be able to manually import your data from HSBC through thier web interface. Moneydance can easily import QIF, OFC, OFX, and QFX file formats. CSV files can also be imported but not as easily.
When I used AMEX, they did not charge a monthly fee for direct connect. I cannot speak to Citibank.
HTH -Kevin N.
4 Posted by florencia.zulbe... on May 02, 2011 @ 06:43 PM
Hola Kevin:
Okay I am trying to download my AmEx statements and am at thier website requestiung QIF formate but nothing is happening. What do you advice I do?
Florencia
5 Posted by -Kevin N. on May 02, 2011 @ 07:55 PM
Hi Florencia,
Moneydance supports AMEX for direct connect. You may need to activate your account for direct connect at the AMEX website. You can then set up a connection to AMEX from within Moneydance.
To set up your account for direct connect, open Moneydance, access your AMEX Account, then from the Menu bar, click on 'Online', then 'Set Up Online Banking'. In the resulting form, click on 'New Connection', from the table, hightight American Express and click OK. Back at the Online Banking Sign Up form, American Express should now be listed in the drop-down list. Click 'Next'. In the next form wait for your AMEX account to appear then click 'Next'. In the next form enter your credentials. If I remember correctly that's about all you have to do to set up the account.
To download your data, again go to the Menu bar, click on 'Online' then 'Download All Accounts'. Alternately, you can choose to just download your AMEX account from the same menu.
As a convenience you can have MD save your usernames and passwords and encrypt your data file. To do so, from the File menu choose Encryption...
HTH -Kevin N.
6 Posted by florencia.zulbe... on May 02, 2011 @ 08:36 PM
Hola Kevin:
Great tip and on purpose I am copying my father on this mail since he is also trying to use MoneyDance to maintain track of all his expenses. What does Open Financial Exchange (OPX) Institution mean? Isn't that the same as American Express?
ID I imagine is my login name, correct?
Thanks again for your help.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
7 Posted by -Kevin N. on May 02, 2011 @ 08:46 PM
Hi Florencia,
That screenshot is of an Advanced setup form that you really shouldn't need to access. Make sure you're clicking the 'New Connection' button just above that 'Advanced' button. Then follow the instructions that I posted in post # 6
HTH -Kevin N.
8 Posted by florencia.zulbe... on May 02, 2011 @ 09:28 PM
Hola Kevin:
Yes, now I managed to download my Amex and Citibank. What do you advice I do about my 3 accounts with HSBC?
Really appreciate your help.
Flor
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
9 Posted by -Kevin N. on May 02, 2011 @ 09:54 PM
Hi Florencia,
I think HSBC is going to be problematic. I took a look at the HSBC website, I could not find any information pertaining to the customer having the ability to download thier data.
You might want to give HSBC customer service a call to see if there is any such ability. If I may make a suggestion, I would refrain from mentioning to them that you are using Moneydance. Many financial institutions have yet to hear of Moneydance and they may just state that they offer no support for it. If you have to, say you use Quicken, Moneydance uses the same protocols to download data as Quicken.
Good luck,
-Kevin N.
10 Posted by florencia.zulbe... on May 02, 2011 @ 10:06 PM
Hola Kevin:
Your support has been amazing. Thank you so much and hopefully I will be successful soon.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
11 Posted by florencia.zulbe... on May 02, 2011 @ 10:23 PM
One final question: Do you know why I am getting the following message:
I really would not like to loose all the downloading and synching that I was able to do today but cannot seem to find the autosave file of my work dated today.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
12 Posted by -Kevin N. on May 02, 2011 @ 10:56 PM
Hi Florencia,
The reason you are receiving this notice is because auto-save is selected. Personally, I don't use the auto-save option. I like to control my Saves.
You should probably answer 'Yes' to that prompt and if you're asked to save the file, pay careful attention to where you save it. Preferably, save it somewhere in your Documents folder.
If you wish to disable auto-save, go to File > Preferences > Backup tab, deselect Perform auto-save.
Your data file will have a .md extension. For example Moneydance.md. A Searh for *.md (the * asterisk acts as a wildcard) should reveal any Moneydance data files that you have created.
Moneydance by default creates backup files in the same folder as the main data file. Backup data files are given the same name as the main data file but with their creation date appended to them. For example Moneydance.md-2011-05-02
Thank you for the kind words. Post back if you have any further questions.
HTH -Kevin N.
13 Posted by florencia.zulbe... on May 05, 2011 @ 02:19 AM
Hola Kevin:
Still working hard to try to understand MoneyDance and now my latest struggle is trying to sync my Citibank account (which should be supported by MoneyDance) but when I go to the account and click on the following Download Citibank USA Checking Transactions:
I get the following message:
Any advice on what I am doing wrong?
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
On May 2, 2011, at 7:23 PM, Florencia Zulberti wrote:
One final question: Do you know why I am getting the following message:
<Screen shot 2011-05-02 at 7.21.36 PM.png>
I really would not like to loose all the downloading and synching that I was able to do today but cannot seem to find the autosave file of my work dated today.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
14 Posted by florencia.zulbe... on May 05, 2011 @ 02:28 AM
Also, I was trying to follow the instruction on your manual about registering my Free Trial and although is writes that one should do the following:
When I got to my MoneyDance and do the same I get:
I am only on page 7 (right....no page numbers in the manual. How silly is that?) and I am already frustrated. Please advice why your instructions manual is not actually easy to follow and why you have no video tutorials like the rest of the world?
Many thanks.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
On May 4, 2011, at 11:19 PM, Florencia Zulberti wrote:
Hola Kevin:
Still working hard to try to understand MoneyDance and now my latest struggle is trying to sync my Citibank account (which should be supported by MoneyDance) but when I go to the account and click on the following Download Citibank USA Checking Transactions:
<Screen shot 2011-05-04 at 11.17.12 PM.png>
I get the following message:
<Screen shot 2011-05-04 at 10.54.28 PM.png>
Any advice on what I am doing wrong?
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
On May 2, 2011, at 7:23 PM, Florencia Zulberti wrote:
One final question: Do you know why I am getting the following message:
<Screen shot 2011-05-02 at 7.21.36 PM.png>
I really would not like to loose all the downloading and synching that I was able to do today but cannot seem to find the autosave file of my work dated today.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
15 Posted by Angie Rauscher on May 05, 2011 @ 01:36 PM
Florence,
First, let's address the Citibank issue. 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.
We don't currently have video tutorials, although we do hope to develop those in the coming months. The PDF version of the user guide does not have page numbers, which we will be fixing in the next release, but in the meantime most PDF viewing programs- Adobe Acrobat, etc will display page numbers in the menu bar. It's not a perfect work-around, and we are working to resolve the issue for the release of Moneydance 2011.
Please let me know if I can be of further assistance,
Angie Rauscher
Moneydance Support
16 Posted by -Kevin N. on May 05, 2011 @ 01:53 PM
Hi Florencia,
I see that Angie has already replied to your post but I will throw in my reply anyway.
When replying to posts, it's always best to return to these forums rather than using your email client to do so. These are pubic forums and some of your personal telephone numbers that you attach to your emails are being posted here. I would suggest that you Edit out that information from your posts. You must first log into these forums to have the ability to Edit your posts.
Having said that, I searched the forums and it appears that Citibank requires a monthly fee and separate credentials to connect to their direct connect servers. Look to post # 4 of the following thread:
http://help.infinitekind.com/discussions/problems/168-cant-download...
If you would rather avoid the monthly fee, you will need to manually download your data from the Citibank website and then import it into Moneydance.
To register Moneydance, from the Menu bar, click on 'Help' then click on 'Register Moneydance' you can enter the License Key that you were issued there.
HTH -Kevin N.
17 Posted by florencia.zulbe... on May 11, 2011 @ 09:25 PM
Hola Angie:
I just called Citibank and they had no idea what my ID/Login or PIN I should use. I feel as if I am chasing a chicken-and-egg question between you and my bank. Is there anyone that can call me to help me set up MoneyDance? Otherwise you will be loosing a customer who had all the best intentions in using your services but because there is no real time technical support (in dialogue form via phone) had to simply give up.
Please advice.
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
18 Posted by james f on May 11, 2011 @ 11:13 PM
Firstly: Moneydance is just software, not a service. Just as Quicken is just software. Citibank performs a service.
That said: Try using the same UserName and Password that you use to login to Citi.com. I found that info from searching Quicken on Citibank's website. To download directly into Moneydance or Quicken, it will cost you USD $9.95 per month. An unavoidable charge from Citibank to allow you the courtesy of downloading directly into the software. Citibank calls it a Quicken service fee.
19 Posted by florencia.zulbe... on May 12, 2011 @ 02:20 PM
Hola James:
Please see the screen shots of what is happening to me when I try to set up my Citibank Checking Account with MoneyDance:
The system does no even seem to let me put a username and password. What should I do now?
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
20 Posted by Jessica Little on May 12, 2011 @ 03:02 PM
Hi Florencia,
It looks like our connection information for your bank might be out of date. I'll research the new information and let you know when we've updated our database.
I'm sorry for the inconvenience. Hopefully, we'll be able to get this fixed today or tomorrow.
Jessica Little
Moneydance Support
21 Posted by florencia.zulbe... on May 12, 2011 @ 06:11 PM
Hola Jessica:
Actually it seems something is set up wrong in MoneyDance because when I ask to download my HSBC USA activity, the system is sending me to CITIBANK as the financial institution as you will see below. How can I correct this?
Thank you for your help. I am determined to get the hang of this. Also, where would I set up a Petty Cash account?
Florencia
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
22 Posted by Jessica Little on May 12, 2011 @ 08:36 PM
Hi Florencia,
It is likely that this is a mapping issue. Your accounts are not mapped properly (in other words, one account is pointing to each of your Moneydance accounts).
To fix this, disable the Online Set-up for the problem accounts. Then you will need to re-enable them. Once you have entered your ID and Password click Ok and wait (do not click next). You need to see a window that will display - Please choose the account you wish to use - which are your accounts listed in a drop down list. If you bypass this window - your Moneydance Account will map to the first account on this list. Sometimes you will need to just wait for this window to pop-up as it can take several seconds.
If this does not resolve your issue, please let me know, and include the OS, version of Moneydance, and version of Java you are running.
Jessica Little
Moneydance Support
23 Posted by florencia.zulbe... on Sep 21, 2011 @ 11:59 PM
Hola Jessica:
My iPhone has stopped synching with my MoneyDance on my Mac. Where do I need to go to re-establish the connection. I have been entering expenses directly on the iphone so I would not like to erase it and download it again.
I want to set up a Petty Cash Assest account in Swiss Francs but forgot how to do it. Please help me do this and also how to make the assest account appear in my tool bar on the left hand side of my screen. I accidentally click on remove an account from this view and although I see it in my homepage I would also like to bring it back to the toolbar as well.
Many thanks!
Florencia
24 Posted by Jessica Little on Sep 23, 2011 @ 01:36 PM
Hi Florencia,
Try these steps to get your iPhone to sync:
When you create a new account, there is an option to select the default currency. You can simply select "Swiss Franc" on that the setup screen.
You can add accounts to your sidebar using plus ("+") button in the bottom left corner of the Moneydance screen.
Jessica Little
Moneydance Support
25 Posted by florencia.zulbe... on Sep 23, 2011 @ 02:32 PM
Dear Jessica:
I have done what you suggested and even made sure that my iPhone does not autolock to make sure that the connection between my Mac and iPhone stays connected as long as possible and nothing is happening.
What else can I do. This is increasingly becoming very annoying. Is there not where in MoneyDance where you can click on "synch now" to force or activate the synching process?
Besos,
Flor
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
26 Posted by florencia.zulbe... on Sep 23, 2011 @ 08:50 PM
Dear Jessica:
You call your services "The Infinite Kind’s Help Site" I am getting increasingly frustrated by your slow turn around time in technical support. Is there anyone else can help me solve my synching problem with my iPhone (as highlighted below) because I would like to proceed with other budgeting issue but cannot without this functionality working.
Please treat this as urgent as I have many expenses now trapped in my iPhone that I cannot synch and incorporate into my MoneyDance program on my Mac.
Sincerely
Florencia
____________________________________________________
FLORENCIA ZULBERTI
@: [email blocked] (personal)
____________________________________________________
On Sep 23, 2011, at 11:31 AM, Florencia Zulberti wrote:
Dear Jessica:
I have done what you suggested and even made sure that my iPhone does not autolock to make sure that the connection between my Mac and iPhone stays connected as long as possible and nothing is happening.
What else can I do. This is increasingly becoming very annoying. Is there not where in MoneyDance where you can click on "synch now" to force or activate the synching process?
Besos,
Flor
____________________________________________________
FLORENCIA ZULBERTI
T: + 54 11 4806 4089
C: + 54 911 6558 7076
@: [email blocked] (work)
@: [email blocked] (personal)
ID: florenciazulberti (Skype)
____________________________________________________
27 Posted by Jessica Little on Sep 23, 2011 @ 09:29 PM
Hi Florencia,
Have you tried all of the suggestions located in our knowledge base article on the topic? You can find it at: http://help.infinitekind.com/kb/iphone-app/the-network-sync-extensi...
Jessica Little
Moneydance Support
Jessica Little closed this discussion on Jun 13, 2012 @ 11:51 PM.