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Setting Up Online Banking

One of the newest features of Moneydance is its online banking capabilities. To set up the online banking feature, start by opening your checking account.

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.