set up new acct for activity download

Tim J's Avatar

Tim J

21 Apr, 2018 04:26 PM

Barclays US bank is listed, but I get an error code 2005 when I try to set up this account for download of activity. (Had no trouble setting up my Chase account for download.)
Any ideas?

  1. Support Staff 1 Posted by Ian O on 22 Apr, 2018 09:01 AM

    Ian O's Avatar

    Hi Tim,

    Sorry to hear of the issue you have encountered while using Moneydance. Have you contacted your bank to enable direct connect services on the account? That error generally means that the account in question isn't activated 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.

    Ian O
    Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

20 May, 2018 03:52 AM
20 May, 2018 01:58 AM
20 May, 2018 01:13 AM
20 May, 2018 12:45 AM
20 May, 2018 12:15 AM