FirstBank OFX

Jason's Avatar

Jason

14 Jan, 2010 11:58 PM

Hello,

I'm using one of the Linux trials of Moneydance to see if I like it, but I am having trouble getting the direct online banking working for "FirstBank of Colorado". FirstBank is listed as one of the supported Financial Institutions, but it is failing to connect with my login credentials which I know are correct. Is there an issue with the online connection for this institution, or is it a limitation of the trial software? Thanks.

Jason

  1. 1 Posted by Angie Rauscher on 15 Jan, 2010 03:02 PM

    Angie Rauscher's Avatar

    Jason,

    The trial version is fully functional aside from the 100 manually-entered transaction limit, so that should not be causing the problem. Most financial institutions will require you to enable your accounts for application-based online banking. If you have your financial institution set up your account as if you were using Quicken 2008 for Windows then it should also work with Moneydance since they use the same protocol. This is sometimes necessary as many banks don't yet recognize Moneydance or know how to deal with it.

    Additionally, 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 does not resolve the issue, please let me know and will we look for other possible causes of this issue.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 24 Jul, 2011 07:16 PM.

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