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BMO Harris Bank

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William Gould

17 Nov, 2017 02:46 PM

I see that they didn't have compatible means of connection in 2013. It's now 2017 - can you please update and let me know?

1. 1 Posted by Ian O on 17 Nov, 2017 02:51 PM

   

   Hi William,

   Unfortunately, the situation is unchanged. Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - http://infinitekind.com/fi
   It appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

   Ian O
   Infinite Kind Support

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2. 2 Posted by Bill Gould on 17 Nov, 2017 03:18 PM

   

   Thanks Ian,

   I have been using the automatic update for investment accounts with limited success. Does this sound like a good approach? I could delete the accounts and re-enter them as investments in a family - i.e. Fidelity, Vanguard, Franklin Templeton and then on 12/31/17 enter the year end balance. Can I then limit the automatic updates to 1/1/2018, based on their initial balance being 12/31/2017 or will it go behind that date? If it does go behind that date and I delete the transactions, will they come back each time?

   My overall impression of Moneydance is that it will work as a substitute for Quicken, and although the manual is complete and accurate, it's the advise I really need.

   Thanks again.

   Bill Gould
   294 Sunset Dr
   Northfield, IL 60093
   847-564-7885 cell

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3. Ethan closed this discussion on 20 Jan, 2018 07:43 PM.