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Bank of America

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1. 1 NAK on 18 May, 2020 03:41 AM

   Wish to sync with Bank Of AMERICA not TD Bank. How do I sync to BANK OF AMERICA?
   Regards

2. 2 NAK on 18 May, 2020 03:42 AM

   It seems that it is not possible to sync with Bank of America. Am I correct? If not, how does one sync with Bank of America?
   Regards

3. 3 dtd on 18 May, 2020 03:53 AM

   just a user here - this is not live chat - it's more of a forum, with response speed about like email - also MD is based in the UK, so they are all sleeping. I'm sure you will get a response soon.

4. 4 dwg on 18 May, 2020 03:53 AM

   I'm a fellow user.

   There are two methods used by Financial Software to automatically connect and download transactions. One of these is the open standard Direct Connect (Open Financial Exchange - www.ofx.net) and the other is Quicken's proprietary Web Connect System. Direct connect is usually implemented as a separate system while Web connect is layered on top of a Bank's Internet Banking system.

   Bank of America dropped their support for new customers for their direct OFX connection service some time ago (https://www.bankofamerica.com/onlinebanking/online-financial-management-faqs.go). Moneydance requires this service in order for the software to talk directly to a bank.

   However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. There is no knowing how long this will continue to work, but you can try connecting with these settings:

   Institution ORG: HAN
   Institution ID: 5959
   OFX Server URL: https://eftx.bankofamerica.com/eftxweb/access.ofx

   You can enter these by going the Online->"Setup Online Banking" menu item and then clicking on the Advanced Setting button. Again, this will only work if your account has already been activated for direct connections.

   If you haven't enabled direct connect with Bank of America previously, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.

   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

5. 5 nilesak on 18 May, 2020 05:35 PM

   Thank you for your message.

   I greatly appreciate it.

   Regards

6. Maddy closed this discussion on 18 May, 2020 09:29 PM.