Can't get online banking to work

Cameron McCarty's Avatar

Cameron McCarty

17 May, 2018 12:46 AM

Hello, I'm having some issues with the Moneydance trial. I'm trying to set up online banking to download transactions and the action is grayed out. The trial was advertised as being fully functional. Any help?

  1. 1 Posted by dwg on 17 May, 2018 01:23 AM

    dwg's Avatar

    I'm a fellow user.

    You need to have created the account in Moneydance and have the account's register being displayed for the online banking setup to work.

    I would look at this as the software taking what steps it can to ensure there is an account setup to receive downloaded transactions.

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