![]() To do so, you can follow these steps:ġ) Select your bank account in MoneydanceĢ) Select the Online->Setup Online Banking button/menuģ) Click the Disable button. In order to be sure that you'll still be able to connect after the You'll need to recreate your connection in Moneydance We've already updated our database to connect to the new Wellsįargo system. Wells Fargo recently updated their servers, and you'll need toįollow this process to get back up and running. Hoping like many others for linkage of reminders to bill pay. Ia this correct? I am enjoying Moneydance. (4) I am assuming that the "will process" designation is coming from the bank and that they already have the transaction. Can I set my mortgage payment to Citimortgage for the last day of the month? (YOU ANSWERED THIS PREVIOUSLY) (3) I am assuming that when I put a date for the payment it is the date it will arrive at the vendor. (2) Is there a way to enter several payments before the program goes to the bank to process a payment (I am assuming that's what the wait is)? Is there some way to keep that information from the previous payment as a starting point? (1) When I schedule an online payment I am asked to re-enter the amount and expense category. You already answered (3) so it's just (1), (2) and (4) that I'm still wondering about. Hope it's ok that I follow up with a note. I posted the following question on the support site a week ago and haven't heard anything. I'm getting more confident and doing well with Moneydance. Reading the manual! Will wonders never cease. The old "Q." I just need to understand the system.īy the way, if the above steps are correct, I got there by Want to be tied to the old system in fact I want to be done with With Quicken 2007 for Mac I had to send the payment 4-5 daysĪhead so that the check would arrive on the date specified. ![]() Later, or will it be sent in time to arrive on the date Sent the date I specified and arrive at the recipient 3-5 days Received no error messages like Randy boss did)Ģ) When will the payment be sent (check written by WF)? Will it be Says "will process." It is also entered in my register under theġ) Have the payments now been accepted by my bank (Wells Fargo)?( I The wheel spun andĥ) I checked ONLINE>Online bill payment>Outbox and my payment and clickedĤ) I went to ONLINE>Send online payment. They seem to be very old and many are closed.Ĭan I ask a dumb, basic question in the regular support area? Howĭo I start a new discussion on a rather basic question?ġ) I set up a list of online payees in Moneydance underĢ) I went to ONLINE>Online bill payment>Outbox>Newģ) I chose the payee, entered the date and amount, etc. ![]() I mentioned in previousĬorrespondence that I am not familiar with just jumping into a This question seems to be the last step so Iĭon't have to look at Quicken anymore. I have corresponded with Angie and she has helped me Over) just doesn't seem to explain how reminders work in regards toĪctually getting the bank to write a check. I have tried to look at the threads, but many are very old andĭo not seem to deal with the basic question of how reminders relate Howĭo I actually tell my bank to send the check? Into my checking account in Moneydance (I think I would "autoĬommit" 4-5 days in advance), does anything happen at my bank. Myīig question is when I make a monthly reminder and it gets entered Quicken and the checks are written and sent out by Wells Fargo. Send a list of "scheduled transactions" to Wells Fargo through Several payments I have to initiate every month. So I let reminders enter the set payments and match Register, I assume no order is going to the bank from Moneydance to Them in reminders, and reminders enters them into the check Some payments get "sucked out" of my account by the payee (forĮxample, electric, water, cable, automatic deposits, etc.) Since Iĭon't do anything to initiate these payments or deposits, if I put I sent my March batch of scheduled transactions from Quicken,īut it's time to understand reminders in Moneydance. Love recording the transfer from dollars to rupees in The transfer of funds is almost instantaneous and free for me. Wells Fargo has an arrangement with ICICI bank in India and One especially helpful feature is being able to transferĭollars from my Wells Fargo Checking to Indian Rupees in my Indianīank. ![]() I am gradually getting everything working and I am I have migrated from Quicken for Mac 2007 to Moneydance 2010r3 I need some help with the following issue.
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