Bank of America

Julie Parson's Avatar

Julie Parson

04 May, 2016 06:54 PM


I am currently using the free trial of Moneydance to see if it will be a viable replacement for Quicken for me. I have a credit card with Bank of America and I was able to download transactions directly into Quicken as recently as 5 days ago. So, I know that my account it set up for direct connect. However, I'm not sure how to set up my account through Moneydance because Bank of America is not on the drop down list when I go to make a new connection. I saw in the discussions that someone else seemed to have this problem, and it looks like it's possible to use advanced setup to do this. Can you send me advanced set up instructions?


  1. 1 Posted by David Hanley on 04 May, 2016 07:44 PM

    David Hanley's Avatar

    Hi Julie,

    Bank of America has recently discontinued their support for new direct connect activations. However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. We're not sure how long this will continue to work, but you can try connecting with these settings:

    Institution ORG: HAN
    Institution ID: 5959
    OFX Server URL:

    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 OFX services 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.

    If your bank decides to support direct OFX connections again in the future, we will be happy to work with them.

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

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Julie Parson on 04 May, 2016 08:05 PM

    Julie Parson's Avatar

    That worked! Thank you, David!

  3. 3 Posted by David Hanley on 04 May, 2016 08:27 PM

    David Hanley's Avatar

    Great to hear you're back up and running, feel free to contact us for any additional support!

    David Hanley
    Infinite Kind Support

  4. System closed this discussion on 02 Oct, 2016 02:34 AM.

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