how to get banking information

laurel cawley's Avatar

laurel cawley

14 Mar, 2018 06:49 PM

i am a new customer and where are setup directions and then how do i use this program i have been a quicken customer in the past and thought this would be similar but.... im lost and not a computer wiz help please laurel

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  1. Downloads Methods

    There are three ways to download your transactions into Moneydance -

    OFX Direct Connect

    Moneydance supports free automatic downloads to many banks and financial institutions using a connection called OFX Direct Connect.

    You can download information through Direct Connect into bank, credit card, and investment accounts if your bank supports this service.

    Using Direct Connect allows Moneydance to co...

    See more..

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