Manual Downloads

Michelle Harris's Avatar

Michelle Harris

08 Mar, 2020 06:05 AM

Hello,

I am a new user of Money Dance, and I am having trouble downloading my bank transactions from Wescom Credit Union. It seems as if I need to do "Manual Downloads," but I cannot figure out where to do this. Any help is appreciated. Thank you.
Michelle Harris

  1. 1 Posted by dwg on 08 Mar, 2020 06:21 AM

    dwg's Avatar

    I'm a fellow user.

    Manual downloads means you use your system browser, whether it be Microsoft Edge, Safari, Chrome, Firefox etc and log on to your Bank's Internet Banking website, take whatever action is necessary to generate a download file that contains your transactions, then once you have downloaded the file import it into Moneydance.

  2. 2 Posted by derekkent23 on 08 Mar, 2020 08:19 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Michelle

    To add, have a read of this article https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps.

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac