unable to download

Robert Cohen's Avatar

Robert Cohen

12 Mar, 2020 06:45 PM

recently switched to Washington Federal Bank. Unable to download transactions Bank is not helpful.

  1. Support Staff 1 Posted by Ethan on 12 Mar, 2020 07:15 PM

    Ethan's Avatar

    Hello,

    As far as I can tell, it doesn't appear that your bank supports direct OFX connections, which Moneydance requires in order to talk directly to a bank. If that's the case, 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.

    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

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