European Banks

piers's Avatar

piers

15 Feb, 2019 03:05 PM

Hello there, Products looks great, but before purchasing, Just wanted to clarify European Bank, in PArticular, French, UK, & Swiss banks..
I noticed in your list this is primarily US based banks.. IS this the case..
IF not, there are a few protocals over here, have you seen the website bankin? THis is a great online tool and they use a aggregator of APIs into euro financial insttitutions called https://bridgeapi.io/ - not sure you have heard of it.. BUT if you had this intergration, then im sure you would crack the EU market..
THoughts???
THanks

  1. Support Staff 1 Posted by Ethan on 16 Feb, 2019 01:30 PM

    Ethan's Avatar

    Hello,

    Unfortunately, we have found very few banks outside of the United States that support direct OFX connections, which Moneydance requires in order to talk directly to a bank. I'll pass your suggestion on to our developers, but we generally avoid using third-party sites that one would be required to give login information to.

    The best way to get your transactions 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 (sometimes referred to as 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 16 Feb, 2019 01:30 PM.

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