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Setting up a direct online banking connection

Angie Rauscher -

Moneydance allows you to download data directly from many banks.  Many banks require that you enable your accounts for these direct connections, which you can do by following the instructions here. 

Setting up a direct connection

Open the register of the account you're trying to connect to your bank.  If you have not yet created the account go to the menu bar, then select Account->New Account.  Now open the register.

In the menu bar open the Online menu, then select "Set Up Online Banking".

If your bank is not listed here, click the "New Connection" button

Select your bank from the list; typing your bank's name in the box at the top of the window to search for your bank.



Now your bank's name should be listed in the Financial Institution field.  If so, click Next.



You'll see the Moneydance account you're setting up this connection with, now click Next. 



Now enter your username and password, then click OK.



Select the accounts at your bank that correspond with the account in Moneydance.  If you have several accounts at this bank this step is especially important. When you're setting up your own connection, there will be account numbers listed in the "Account" field.



Now you're all set!



If you run into any trouble with this process, send us a message by clicking the "Ask Us" tab.
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