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Step 1 | With your Checking Account open, select Actions and then Set Up Online Banking. |
Step 2 | The Online Banking Signup window will appear. Click on New Connection. |
Step 3 | After clicking on the New Connection button, Moneydance will access the Internet. This may take a while, depending on how fast your internet connection is. A screen will then appear, which is where you should select the appropriate financial institution and click OK. |
Moneydance will retrieve the profile information of the financial institution you have chosen. |
Step 4 | When the Online Banking Signup window reappears, click the Next button. |
Step 5 | Use the drop down menu to choose the account you want to have your online banking use. |
Step 6 | When the next window appears, fill it in with the information provided to you by your financial institution. |
Step 7 | Click on the Finish button to complete the online banking set up. |
Repeating the above process can set up additional online banking accounts. |