My bank is not listed
I just downloaded Moneydance and I cannot find my bank name in the list for on-line banking. My banks name is Security Bank website is mysbank.com
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1 Posted by Ian O on 27 Dec, 2017 10:58 AM
Hi Chris,
Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here. Unfortunately Security Bank do not support this connection method. If your bank begins to support Direct Connect at any point, we'd be happy to establish a connection with them.
Without Direct Connect, you are still able to easily import your data into the program. 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.
Ian O
Infinite Kind Support
System closed this discussion on 28 Mar, 2018 11:00 AM.