Setting Up Online Bill Payment

bbishop's Avatar


12 Jan, 2012 08:43 PM

I am a money dance user. I was able to connect to my FI online banking and import transactions. I am not able to set up Online Bill Payment with Money Dance. I have referred to your user guide and it does not provide me with enough information. Tell me what my FI needs to enable in order for me to use Money Dance Bill Pay. Or is Money Dance trying to connect to my FI's Bill Pay? Why is the error message referring me to my FI when my FI does not support Money Dance?

Error Message recieved: The given customer id or pin is invalid. For more information contact your Financial Institution. Additional information from the server:

  1. 1 Posted by Angie Rauscher on 12 Jan, 2012 08:48 PM

    Angie Rauscher's Avatar


    Could you please let me know what bank you are trying to use online bill payment with? This will help us to better diagnose the issue.

    Angie Rauscher
    Moneydance Support

  2. 2 Posted by bbishop on 12 Jan, 2012 08:48 PM

    bbishop's Avatar

    I am currently away from my desk without access to
    If you need immediate assistance, please contact customer support at 262-619-2272.

  3. 3 Posted by bbishop on 12 Jan, 2012 08:50 PM

    bbishop's Avatar

    Johnson Bank. Please answer all three of my questions in my original email. Thank-you.

  4. 4 Posted by Angie Rauscher on 12 Jan, 2012 09:47 PM

    Angie Rauscher's Avatar


    Moneydance supports online bill payment through direct OFX connections. Not all banks which support downloading through direct OFX connections support bill payment through these connections. Johnson Bank does not support bill payment through direct OFX connections.

    In terms of your bank referring you back to Moneydance, 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."

    I'm sorry we cannot currently support bill payments through your bank, but if they begin to offer this feature as accessible through their direct OFX server we'll be happy to support it.

    I'm sorry I don't have a more immediate solution, and please let me know if I can be of further assistance,
    Angie Rauscher
    Moneydance Support

  5. Angie Rauscher closed this discussion on 12 Jan, 2012 09:47 PM.

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