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help me with down loads

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Del

26 Jun, 2023 10:56 PM

[[[[[[how do I down load from the bank I entered routing/acct/user

1. 1 Posted by Del on 26 Jun, 2023 11:00 PM

   

   can i down load account info from my bank, and how, lead me through it

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2. 2 Posted by derekkent23 on 27 Jun, 2023 07:10 AM

   

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

   There are three methods to import bank transaction into Moneydance.
   For North America.
   Direct Connect free provided your bank supports this method.
   If Direct Connect is not available Moneydance + a paid service, again provided your bank supports this method.
   Global
   Download a transaction file from your on line banking site and import into Moneydance. Again if your banks offer transaction files.

   See https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay
   And
   https://infinitekind.tenderapp.com/kb/moneydance

   Hope this helps

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3. System closed this discussion on 26 Sep, 2023 07:20 AM.