This dialog allows entry of OFX information for financial institutions not included with the installation of MoneyLine. This information is used by MoneyLine to connect with the financial institution for retrieval of transaction data -- if the OFX information is missing or incorrect, MoneyLine will be unable to connect to the financial institution. Many financial institutions will provide these details to their customers upon request.

Name:

Enter the name of the financial institution.

ID:

Enter the ID associated with the financial institution.

ORG Name:

Enter the organization name associated with the financial institution.

URL:

Enter the URL used by the financial institution for accepting OFX (transaction data) requests.

Port Number:

Enter the port number used by the financial institution for accepting OFX (transaction data) requests.

Bank ID:

Enter the Bank ID associated with the financial institution, if applicable. The routing number located on your checks and/or deposit slip is commonly used for the Bank ID.