setting up bank account interface

Jack McAuliffe's Avatar

Jack McAuliffe

27 Mar, 2016 10:48 PM

Setup pulldowns for bank account are greyed out. Is this because it is a trial copy or am I missing a step?

  1. 1 Posted by Jack McAuliffe on 27 Mar, 2016 10:49 PM

    Jack McAuliffe's Avatar


  2. 2 Posted by David Hanley on 27 Mar, 2016 11:27 PM

    David Hanley's Avatar

    Hi Jack,

    The options in the Online menu are grayed out because you have not yet selected an account. If you first click on the Checking account in the left side bar, and then click over to the Online menu, you should find that the options are now clickable. For more information about setting up online banking, I'd recommend you look specifically at Page 7 of the Moneydance user guide here

    Hope this helps, and feel free to contact me with any questions about this process!

    David Hanley
    Infinite Kind Support

  3. 3 Posted by John McAuliffe on 27 Mar, 2016 11:47 PM

    John McAuliffe's Avatar

    No, I tried all of that. This software really doesn’t work at all, does it?

  4. 4 Posted by Ian L on 29 Mar, 2016 10:47 PM

    Ian L's Avatar

    Hi John,

    Can you send me a screenshot of what you're seeing? You can read instructions for taking a screenshot from here:

    Ian L
    Infinite Kind Support

  5. System closed this discussion on 28 Jun, 2016 10:50 PM.

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