Recreate Connection

If you're seeing an unexpected error when connecting to your bank (using Direct Connect) - you may need to update your bank connection settings.

By following the steps below, you'll disable the current connection to your bank, then recreate it -

  • Select your bank account in Moneydance

  • Navigate to Online --> Setup Online Banking, at the top of your screen.

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

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

  • Navigate to Online --> Setup Online Banking (again).

  • Select "New Connection", choose your bank and hit OK.

  • Continue with the setup process, entering your username/password

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

Choosing your bank again, after using the "New Connection" button will force Moneydance to download the updated information, which should then allow you to connect.

If you do not select "New Connection", Moneydance will not download the new connection information needed.