Credit Card Number Change for Online Banking Account Downloads

david's Avatar

david

22 Apr, 2018 06:19 PM

I have been successfully downloading transactions for my credit card for several months using online banking. The card was compromised and I need to change the card number for this account in Moneydance. Is it as simple as editing the Moneydance account to change the credit card number to the new number assigned by the bank? Do I need to disable online banking, enter the new number then enable online banking?

I want to do it safely, so I don't mess up the account.

  1. 1 Posted by Ian O on 23 Apr, 2018 08:59 AM

    Ian O's Avatar

    Hi David,

    Thanks for getting in touch. I would recommend re-creating your connection with your financial institution to get things set up with your new details. You will need to disable your current connection to your bank and then recreate it using the New Connection button on the Online Banking Setup screen. To do so, you can follow these steps:

    1. Select your bank account in Moneydance

    2. Select the Online->Setup Online Banking button/menu

    3. Click the "Disable" button.  If you don't see a disable button, just close the setup window.

    4. Repeat the previous steps for any additional accounts at the same institution.
    5. Select the Online->Setup Online Banking button/menu (again)

    6. Click the "New Connection" button and select your bank and hit OK
    7. Continue with the setup process, entering your username/password


    Make sure you pick new connection, even though your bank is still one of the connection choices after you disable it. Choosing your bank from the list of available banks will force Moneydance to download the updated information, which should then allow you to connect.

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

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 23 Jul, 2018 09:00 AM.

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