Archive - How can I recreate the connection with my bank?

This is an archived document. Please refer to the more recent knowledge base articles on this page

Sometimes, you'll need to update your bank connection settings in Moneydance. You may want to try this if you are getting a sudden error when connecting to your bank.

You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

  1. Select your bank account in Moneydance


  2. Select the Online -->Setup Online Banking button/menu


  3. Click the "Disable" button.  If you don't see a disable button, just close the setup window

  4. Repeat the previous steps for any additional accounts at the same institution

  5. Select the Online --> Setup Online Banking button/menu (again)

  6. Click the "New Connection" button and select your bank and hit OK

  7. Continue with the setup process, entering your username/password


Make sure you use the New Connection, even though your bank is still one of the connection choices after you disable it.

setup_online_bnking.png

If you do not, Moneydance will not download the new connection information needed. Choosing your bank from the list of available banks using the 'New Connection' button will force Moneydance to download the updated information, which should then allow you to connect.