You can select “Send Online Payment” when confirming a transaction reminder to view the bill payment window. You can also navigate to the Online Bill Payment interface from a transaction reminder. You can set your Moneydance Preferences to automatically detect and Observe Online Payment Date Ranges within File -> Preferences. Some banks require that you set the “Due Date” of your online bill payment request a specific number of days in the future. Please note that it may take a number of days for the payment to be processed and sent to the Payee. The payment request will be sent to your financial institution, and a corresponding new transaction will be created in the Moneydance account register.
Select the payee you'd like to process a payment to, then select Next.įill in the appropriate amount, due date, account number with the payee, Category, and memo field.įinally, click Finish to send the payment request to your bank's server. To create an online bill payment, click the New Payment button. It's important to use the 2 letter abbreviation in the State field, if the payee is located in the United States. Next, select the Create Payee button.Įnter the desired information for the payee. Once you have set up Online Bill Payment, navigate to Online → Online Bill Payment, to begin creating an electronic payment.įirst you will need to create a Payee entry for the recipient of your funds. Navigate to Online -> Setup Online Bill Payment.įollow the prompts to select your bank, and enter your login details.
Setting up Online Bill Payment uses the same procedure as setting up regular online banking. You may receive an error message if you attempt to set this up with an institution that doesn't allow it. However, not all banks that support Direct Connect will also support Bill Pay using this connection method. Moneydance supports connections with your bank using Direct Connect.
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