Password/PIN Change by Bank

Mark Mills's Avatar

Mark Mills

27 May, 2015 07:56 PM

My bank, KeyBank, informed me they need me to update/change the PIN number that allows the Personal Finance Software (Moneydance) to download the bank transactions to PF Software. I use MD2010 version. They sent me the initial PIN #.
How do I change this in Moneydance ? I tried using the initial PIN they gave me from the download sign in but that doesn't work.

  1. Support Staff 1 Posted by Ethan on 27 May, 2015 08:42 PM

    Ethan's Avatar

    Can you try disabling and reenabling your connection with KeyBank? To do so, you can follow these steps:

    1) Open your bank account in Moneydance
    2) Select the Online->Setup Online Banking button/menu
    3) Click the Disable button.
    4) Select the Online->Setup Online Banking button/menu (again)
    5) Click the New Connection button and select your bank from the list of available institutions that pops up. Hit OK
    6) Continue with the setup process, entering your username/password
    7) Repeat steps 1-6 for any additional accounts

    Please let me know if you continue to have connection problems after recreating your connection.

    Ethan
    Moneydance Support

  2. 2 Posted by Jennifer Mills on 27 May, 2015 09:05 PM

    Jennifer Mills's Avatar

    yes, that worked. So if I want to change my Password/PIN again, from what I selected to a new #, go I go thru the same steps or can I change Password/PIN another way?

    Sent from my iPad

  3. Support Staff 3 Posted by Ethan on 28 May, 2015 12:23 PM

    Ethan's Avatar

    Hello,

    Yes, if your login information changes in any way, you will need to completely disable and reenable your connection to your bank by following the steps described above.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  4. Ethan closed this discussion on 28 May, 2015 12:23 PM.

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