How To Get Moneydance to Work With UMB Bank
First of all I know this is completely off topic for this blog, please bear with me if you don’t care about this. Secondly I know this is probably a pretty obscure problem. But I searched high and low for the answer and never found it all in one place. So I thought I would share it here for anyone who is having the same issue.
The first step is that you have to trick UMB into thinking that Moneydance is actually Quicken. For Mac (and probably linux — for windows I dunno how to do this, maybe the registry?) you do this by adding the following:
”ofx.app_id” = “QWIN”
”ofx.app_version” = “1100″
Name: UMB (this is just your own thing so name it what you want)
OFX Institution Org: UMBOFX
OFX Institution ID: UMB
OFX Connection URL: https://ofx.umb.com
References: http://ofxblog.wordpress.com/2008/10/17/ofx-fi-details-for-umb-bank/
I hope this is helpful to some other people out there who like moneydance and don’t want to change banks or software. Oh and if this breaks your computer or messes up your online banking or anything I am not responsible, yada yada yada… I did the above and things seem to work for me. Your mileage may vary.

