Connecting Accounts to Moneydance
Do I have to tediously input account info for each new account in order to connect accounts to Moneydance? Or, can it be done automatically by simply putting in passwords, like in Quicken and Buxfer? If so, explain how this can be done.
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Support Staff 1 Posted by Jenny on 26 Jan, 2016 09:18 AM
Hi,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
If your bank is listed, you can set up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
If your bank is not included in the list, unfortunately, your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.
The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.
You can also open your bank's download page directly (after entering the appropriate address in the Account --> Edit Account menu) by going to the menu bar and selecting Online --> Open Account Website, which makes the download process easier.
I hope this information is helpful, please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
Jenny closed this discussion on 26 Jan, 2016 09:18 AM.