tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/860-importing-transactions-onlineInfinite Kind: Discussion 2016-03-29T15:40:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/385096002015-11-19T22:11:52Z2015-11-19T22:11:53Zimporting transactions online<div><p>How do I download transactions from my bank? When I try to put
in my user ID & password, MoneyDance tells me it's invalid.
However, I signed onto my account using those credentials & it
worked fine. Does the trial version not allow downloading?</p></div>Staceytag:infinitekind.tenderapp.com,2009-01-14:Comment/385096002015-11-19T22:46:37Z2015-11-19T22:46:37Zimporting transactions online<div><p>Hi Stacey,</p>
<p>The trial version is fully functional, and should allow you to
test your connection with your bank before purchasing. Can you give
me the name(s) of the financial institution(s) you're trying to
connect to?</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken. Moneydance uses exactly the same OFX
server connection protocol as Quicken but your bank representative
may not know this and mistakenly believe that you can not connect
in 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."</p>
<p>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. </p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/385096002015-11-20T04:50:03Z2015-11-20T04:50:03Zimporting transactions online<div><p>So far, I have tried to connect with USAA and Capital One.
Neither one worked and both of these accounts worked with Quicken,
so I don't think it's on the banking end.</p>
<p>~Stacey Leighty</p></div>Stacey Leightytag:infinitekind.tenderapp.com,2009-01-14:Comment/385096002015-12-29T15:34:41Z2015-12-29T15:34:41Zimporting transactions online<div><p>Hi Stacey,</p>
<p>I'm very sorry for our delay in getting back to you on this!</p>
<p>For USAA, you should use your Member Number as your username and
your PIN as your password. If you use your website username and
password, you'll get errors.</p>
<p>You should be able to connect to Capital One using your website
username and password, <em>unless</em> you are connecting to a
Capital One credit card account. Unfortunately, Capital One Credit
Cards doesn't support direct OFX connections, which Moneydance
requires in order to talk directly to a bank. The best way to get
your transactions into Moneydance is 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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian L