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. 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

  2. System closed this discussion on 22 Jul, 2018 09:10 AM.

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