jjallard Posted April 29 Share Posted April 29 The automated list of Banks is nonexistent. To enter your bank information is impossible because your bank can't even give you the information needed for you to import. Now what? You can't talk to anyone from technical support because there is no telephone number. You tube doesn't offer anything except you have to get the information directly from your bank. Link to comment Share on other sites More sharing options...
jjallard Posted April 29 Author Share Posted April 29 16 hours ago, jjallard said: The automated list of Banks is nonexistent. To enter your bank information is impossible because your bank can't even give you the information needed for you to import. Now what? You can't talk to anyone from technical support because there is no telephone number. You tube doesn't offer anything except you have to get the information directly from your bank. My bank couldn't help me. Link to comment Share on other sites More sharing options...
n1x1 Posted May 15 Share Posted May 15 We apologize for the inconvenience this may have caused. If the bank you are looking for is not in the list, you may add it manually. To do that, click Accounts, Add Account, check Enable Online Account Access, from the Financial Institution drop-down menu, select Add New Financial Institution, enter the required information, click OK and OK again to save the changes. Check the information below: 1. Financial Institution: Select the name of the financial institution with which the account should be associated. Alternatively, new financial institution information may be entered by using the Add 2. Routing Number: Enter the routing number (or sort code, transit number, or BSB number) for your financial institution. 3. Account Number: Enter the account number issued by the financial institution holding the account. 4. User ID: Enter the user ID issued by the financial institution for accessing the account. 5. Password: Enter the password associated with the above user ID. 6. Prompt me for my password when connecting to my bank: Check this box to prevent MoneyLine from storing your password. You will be prompted to enter your bank password each time your account information is retrieved. 7. Last Import: Last date an import of transactions was performed for this account. **If the issue continues, maybe is because your financial institution does not support Moneyline. Link to comment Share on other sites More sharing options...
Mike LaSorte Posted May 18 Share Posted May 18 After following the 7 steps you listed above it asks for the items below. Can you please explain whet they are? Name ID ORG Name URL Port Number Bank ID Link to comment Share on other sites More sharing options...
n1x1 Posted May 31 Share Posted May 31 Hi Mike, These are all the information from your bank. Contact your bank and explain that you want to connect to MoneyLine and ask them in order to connect the two. Link to comment Share on other sites More sharing options...
Mike LaSorte Posted June 2 Share Posted June 2 Thanks for the reply. I asked my bank and they did not know what any of the information is. Do you have an example from a bank that has been able to download transactions successfully? Thanks, Link to comment Share on other sites More sharing options...
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