CIBC (Canada) and Tangerine Canada

jameshfx's Avatar

jameshfx

22 Apr, 2019 08:16 PM

I currently download QIF files from these banks to update my accounts. Is it possible to do this more automatically? I am not sure if this is what you mean by a "new bank request"

thanks

  1. 1 Posted by TonyRI on 22 Apr, 2019 09:10 PM

    TonyRI's Avatar

    Hi James,

    Moneydance 2019 has a built-in web browser that is currently in beta. I'm not sure if there would be any unusual circumstances with Canadian banks, but the idea behind it is to automate the download process for banks that do not support "Direct Connect".

    Here is a comment from the Developer on the matter:

    https://infinitekind.tenderapp.com/discussions/online-banking/12072...

    Regards,

    Tony (NOT from Moneydance Support)

  2. 2 Posted by TonyRI on 22 Apr, 2019 09:11 PM

    TonyRI's Avatar

    PS Sometimes banks that offer "Direct Connect" are added via this section.

  3. System closed this discussion on 22 Jul, 2019 09:20 PM.

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