[moneydance] accounts edit

[Sean Reilly]

Hi Ryel,

You don't need to create a new account, just select the Online->Setup  
Online Banking button/menu for your existing account.  Any necessary  
online connection information is asked for during the process.

If your bank does not appear in the popup, click the "New Connection"  
button to find it in the list of banks that Moneydance supports.  From  
then on the information you will need depends on how the bank's OFX  
service is configured.  In the best cases all you need is your  
customer/login ID and a password/PIN.  In the more difficult case  
you'll have to find and enter your account number and your bank's  
routing number.

Thanks,
Sean


On Nov 8, 2008, at 1:10 PM, RL&Leigh wrote:

> Hi folks,
>  I have several old accounts that I want to upgrade to online  
> download of
> information. I tried to edit account but that would not allow me to  
> put in
> connection information, so I tried New Account and that accepted  
> online
> information. Only Bank of America (my primary) showed up on the pull  
> down
> menu but it had a manual entry of OFX id and OFX route. Today I  
> can’t even
> get the manual entry screen to show up. I also can’t get MD help  
> index to
> work so I am getting frustrated. Any ideas on how to get the online  
> setup to
> work?
> Thanks
> Ryel

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