connecting to my bank

Stann Grater's Avatar

Stann Grater

01 Mar, 2010 07:14 PM

I can not get connected to my bank to import info to moneydance

  1. 1 Posted by Donald R. Hamil... on 01 Mar, 2010 07:18 PM

    Donald R. Hamilton's Avatar

    I have much the same issue. I simply cannot connect to They are in your drop-down menu. I am using Mac OS X 10.6.2 and Just downloaded the very most recent version of MoneyDance. Please do not force me to return to Quicken.

    best, don

  2. 2 Posted by Stann Grater on 01 Mar, 2010 07:27 PM

    Stann Grater's Avatar

    I just downloaded moneydance this week end and can not get it working. My bank is not listed on the Moneydance list? I too am using Mac OS 10.6.2 I found Moneydance in the applications. I assumed that it worked?

  3. 3 Posted by Angie Rauscher on 01 Mar, 2010 07:46 PM

    Angie Rauscher's Avatar

    Stann- Thanks for your request. We are working on adding your bank, and will let you know when the connection is complete (this generally within 7-10 business days).

    Donald- Most financial institutions will require you to enable your accounts for application-based online banking. I'm afraid it is usually more productive to lie and tell your bank that you are using Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but you bank representative many 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,

    Angie Rauscher
    Moneydance Support

  4. 4 Posted by Donald R Hamilt... on 01 Mar, 2010 08:13 PM

    Donald R Hamilton's Avatar

    Angie, I have been using Quicken 2010 for Windows with all my institutions without incident. Should I go ahead and make the call or is there another issue?

    Donald R Hamilton
    [email blocked]

  5. 5 Posted by Donald R Hamilt... on 01 Mar, 2010 08:13 PM

    Donald R Hamilton's Avatar

    And thanks for speedy replay.

    Donald R Hamilton
    [email blocked]

  6. 6 Posted by Stann Grater on 01 Mar, 2010 08:18 PM

    Stann Grater's Avatar

    I talked to my bank, Washington Trust, They said that they do not support Moneydance. Please refund my purchase price.
    My serial number is [Redacted for security reasons]

    Stann Grater
    International Fly Fishing Instructor
    [email blocked]

  7. 7 Posted by Jon Hoover on 01 Mar, 2010 10:11 PM

    Jon Hoover's Avatar

    Stann- I've authorized a refund for you, our billing service should be notifying you shortly. Thanks for trying Moneydance.

    Donald- Yes I would go ahead and call as Angie has suggested. It is probably the case that in quicken you were connecting using 'web connect' which is different from 'direct connect'.

    Let me know how it works out for you,
    Jon Hoover, Moneydance Support

  8. Angie Rauscher closed this discussion on 24 Jul, 2011 07:35 PM.

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