Cannot connect to online account

Michael's Avatar

Michael

16 Jul, 2017 02:12 PM

I am trying to connect my accounts with moneydance, but my login information keeps coming back incorrect.

  1. 1 Posted by -Kevin N. on 16 Jul, 2017 03:17 PM

    -Kevin N.'s Avatar

    Hi Michael,

    To help the support staff in helping you, provide the name of the financial institution and the exact error message thrown.

    Some financial institutions require separate credentials to log onto their OFX servers. (some do not)

    Most all financial institutions require some form of acknowledgement that you are requesting to connect to their OFX server. They can usually grant the required permission via their website.

    -Kevin N.
    (not a member of MD support)

  2. Support Staff 2 Posted by Ian O on 17 Jul, 2017 08:58 AM

    Ian O's Avatar

    Hi Michael,

    As Kevin has already indicated, it would be useful for you let us know which bank you're trying to connect to?

    However, Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list. You may need to contact your bank to enable Direct Connect access, and for your login credentials (which generally differ from those used for ATM or online banking). You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.

    Ian O
    Infinite Kind Support

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