Connecting to bank

Tony Knittig's Avatar

Tony Knittig

13 Jan, 2018 07:50 PM

The software is not accepting, or can't, connect to my bank to download transactions. I am using the correct username and password. Am I doing something wrong?

  1. Support Staff 1 Posted by Ethan on 13 Jan, 2018 08:36 PM

    Ethan's Avatar

    Hello,

    Which bank are you trying to connect to? Have you contacted your bank to enable your accounts for direct connections? 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."

    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.

    Ethan
    Moneydance Support

  2. 2 Posted by tknittig on 14 Jan, 2018 06:02 PM

    tknittig's Avatar

    My bank is US Bank and I see it on your list so I assume they enable direct connections? Let me know please

    Thanks!

    Tony

  3. Support Staff 3 Posted by Ethan on 14 Jan, 2018 06:15 PM

    Ethan's Avatar

    Hello,

    Yes, US Bank supports direct connections. You may need to contact them to enable these connections, as I described in my previous message, and they may provide you with a different user name and password. This process varies depending on the bank. If after you have confirmed with them that the connections are enabled for your account and you are using the correct user name and password you are still having problems, please describe in detail where you are running into trouble, and the specific error messages you are getting.

    Ethan
    Infinite Kind Support

  4. 4 Posted by tknittig on 14 Jan, 2018 09:43 PM

    tknittig's Avatar

    Thanks. OK, I'll call my bank tomorrow to get that straight. I now have another problem I hope you can help me with. I was able to print a check correctly yesterday, but today when they print all that is on the check is the payee name, amount, and date. My name and address, check number, bank info, routing and account numbers are all missing. Can you help please?

    Thanks!

    Tony

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