Sirs
US Bank PFM Direct Connect is a supported connect in MD, but I get
an error #2003, account not found msg.
I've checked and double checked the routing and acct nos but still
get #2003. I'm on a Macbook using OS X
10.6.3.
Suggestions
Support Staff2 Posted by Jessica Little on 04 Jun, 2010 02:41 PM
Hi Tom,
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 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 they do not support
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.
Support Staff5 Posted by Angie Rauscher on 28 May, 2011 03:33 PM
Rob,
The first thing to try would be Jessica's instructions in post
2, which generally resolve the issue. If this doesn't help let us
know and we'll move forward from there. I also know that US Bank
had some serious issues over the past few weeks, but I believe
their servers are all back up and running now. Let me know how it
goes, and we'll move forward from there.
I contacted US Bank with the recommended verbiage. Got this
response today from them:
Good afternoon and thank you for contacting U.S. Bancorp Service
Center, Inc. via our Website.
You may download your transaction data to the following
programs:
· Quicken for Windows and Macintosh
· Microsoft Money
· Microsoft Excel and other spreadsheet programs
To complete this process after logging in to your account,
simply click the “Download Transaction Data” link in
the left navigation bar or at the bottom of the credit card page.
For download instructions, you can simply select the program you
are downloading under the “Need Help” box on the right
side of the page. You can also find a link for “Frequently
Asked Questions” in this location as well.
If you are experiencing problems with your download, please call
our Technical Support Department at 800-872-2657. This department
is available twenty-four hours a day, seven days a week. If
possible, please be logged in to your computer when you call so
that our representative can better assist you.
Please contact us again, Sarah, if we can be of further
assistance.
Sincerely,
Kathryn M.
Service Advisor
Sounds like they didn't understand my question. Oh well.
Support Staff8 Posted by Jessica Little on 30 May, 2011 12:33 PM
Hi Rob,
It sounds like they are trying to get you set up with web
connect instead of direct connect. There is a monthly fee
associated with direct connection access. Perhaps if you ask them
for direct connect and mention that you know there is a fee, they
will then know what you are talking about and be able to set you
up.
Support Staff 2 Posted by Jessica Little on 04 Jun, 2010 02:41 PM
Hi Tom,
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 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 they do not support 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.
Jessica Little
Moneydance Support
3 Posted by Thomas Mulligan on 04 Jun, 2010 03:25 PM
Jessica
I'll have them redo it using OFX.
Thks
Tom
Tom Mulligan
4 Posted by rob on 28 May, 2011 03:08 PM
Tom, were you ever able to get US Bank to enable your account for app-based connection? Same problem here.
Support Staff 5 Posted by Angie Rauscher on 28 May, 2011 03:33 PM
Rob,
The first thing to try would be Jessica's instructions in post 2, which generally resolve the issue. If this doesn't help let us know and we'll move forward from there. I also know that US Bank had some serious issues over the past few weeks, but I believe their servers are all back up and running now. Let me know how it goes, and we'll move forward from there.
Angie Rauscher
Moneydance Support
Angie Rauscher closed this discussion on 28 May, 2011 03:33 PM.
Thomas Mulligan re-opened this discussion on 28 May, 2011 06:44 PM
6 Posted by Thomas Mulligan on 28 May, 2011 06:44 PM
#ignore
7 Posted by rob on 29 May, 2011 06:57 PM
I contacted US Bank with the recommended verbiage. Got this response today from them:
Good afternoon and thank you for contacting U.S. Bancorp Service Center, Inc. via our Website.
You may download your transaction data to the following programs:
· Quicken for Windows and Macintosh
· Microsoft Money
· Microsoft Excel and other spreadsheet programs
To complete this process after logging in to your account, simply click the “Download Transaction Data” link in the left navigation bar or at the bottom of the credit card page. For download instructions, you can simply select the program you are downloading under the “Need Help” box on the right side of the page. You can also find a link for “Frequently Asked Questions” in this location as well.
If you are experiencing problems with your download, please call our Technical Support Department at 800-872-2657. This department is available twenty-four hours a day, seven days a week. If possible, please be logged in to your computer when you call so that our representative can better assist you.
Please contact us again, Sarah, if we can be of further assistance.
Sincerely,
Kathryn M.
Service Advisor
Sounds like they didn't understand my question. Oh well.
Support Staff 8 Posted by Jessica Little on 30 May, 2011 12:33 PM
Hi Rob,
It sounds like they are trying to get you set up with web connect instead of direct connect. There is a monthly fee associated with direct connection access. Perhaps if you ask them for direct connect and mention that you know there is a fee, they will then know what you are talking about and be able to set you up.
Jessica Little
Moneydance Support