Please Note: We've moved Moneydance and SyncSpace's support to a new location. Please join us for support and discussion at infinitekind.zendesk.com.

Bank of America refuses direct connection.

Paul's Avatar

Paul

12 Jul, 2009 06:57 PM

Hi,

I downloaded the demo version of Moneydance, installed it and was able to connect to my account at Fidelity.com. When I tried to connect to my account at Bank of America, I received an error message. "The error code reported by the server was: 2000 The product which you are using is not enabled. Please call customer service at 1-800-933-6262 for assistance." Translation: Connection refused because Moneydance is not one of the personal finance software packages supported by Bank of America. I contacted Bank of American and they confirmed that only Quickbooks, Quicken, and MS Money are allowed to connect.

Anyone else have this issue?

Thanks,

Paul

Showing page 2 out of 2. View the first page

  1. 31 Posted by mankiko on 04 Sep, 2011 12:49 AM

    mankiko's Avatar

    By "you download an OFX or QFS file manually..." do you mean me actually
    logging into the website and downloading it myself?
    I ask because I use quicken currently, and the download is completely
    automated.

    Thanks!
    Dave

  2. Support Staff 32 Posted by Jessica Little on 04 Sep, 2011 11:35 AM

    Jessica Little's Avatar

    Hi Dave,

    Yes, that is what Ben meant. In order to get your transactions into Moneydance, you will need to download the file manually. You can open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Jessica Little
    Moneydance Support

  3. 33 Posted by mankiko on 08 Sep, 2011 02:07 PM

    mankiko's Avatar

    Ok thanks. Are future plans to automate this process in the manner that
    Quicken does?

    Thanks
    Dave

  4. Support Staff 34 Posted by Jessica Little on 08 Sep, 2011 03:22 PM

    Jessica Little's Avatar

    Hi Dave,

    We are working on automating the process more, though I don't have a timeline yet on when that feature will be ready. We'll definitely let everyone know when it's available.

    Jessica Little
    Moneydance Support

  5. 35 Posted by mankiko on 10 Sep, 2011 12:39 PM

    mankiko's Avatar

    Great, thanks!

  6. Jessica Little closed this discussion on 10 Sep, 2011 01:00 PM.

Comments are currently closed for this discussion. You can start a new one.

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