Setting up Online Banking
Once you've confirmed that your account is enabled on the
bank's end for access using the protocols Moneydance employs,
you can connect using the following process:
a) Create or choose an account which corresponds to the
account you hold with the institution;
b) Select this bank from the Home window to bring up the
transaction register and click the "Online" drop-down menu to
select "Set up online banking";
c) Select "New Connection" in the window which appears;
d) Select your bank from the list which appears. Follow any
on-screen instructions. After successfully connecting to an
institution once, that institution will appear in the
drop-down menu on the "setup online banking" window and the
two grayed-out options in the "Online" drop-down menu will
become available.