UK Banks

David Potter's Avatar

David Potter

24 Oct, 2023 04:16 PM

Hi All, are UK Banks supported by this software? If so do I then just make a request for a particular Bank?

Thank you.

  1. 1 Posted by Stuart Beesley ... on 24 Oct, 2023 04:20 PM

    Stuart Beesley (Mr Toolbox)'s Avatar


    NO - You cannot use Direct Connection.
    NO - You cannot use MD+
    Hence, No, you cannot auto download.

    But, YES, if your bank provides manual QIF/OFX file downloads, then YES, you can import them into MD sucessfully.

  2. 2 Posted by David Potter on 24 Oct, 2023 06:31 PM

    David Potter's Avatar

    Thank you Stuart, I'll check with my bank and see what they offer as
    download files.

    Best wishes

    David Potter

  3. 3 Posted by dwg on 24 Oct, 2023 09:55 PM

    dwg's Avatar

    Most banks when you logon to internet banking and are viewing the account transactions will have options there to download or export data, they are usually fairly prominently displayed, often with a button to click on.

  4. 4 Posted by David Charles P... on 25 Oct, 2023 10:49 AM

    David Charles Potter's Avatar

    Thank you DWG, I have found it now.

    Kind Regards

    David Potter

  5. 5 Posted by James Barton on 31 Oct, 2023 11:23 AM

    James Barton's Avatar

    This is a frustrating limitation that I've been looking at whilst deciding which bank to open an account with. It seems such a limitation of this and other software.
    It is particularly an issue with UK Credit Card statements, and I've never got the csv import in Moneydance to work efficiently.
    According to FreeAgent :-
    The UK banks that support OFX or QIF formats are:
    Alliance and Leicester (OFX and QIF)
    American Express (OFX and QIF)
    Barclays (OFX)
    Cater Allen Private Bank (OFX)
    Coutts & Co (OFX and QIF)
    First Direct (QIF)
    Halifax (OFX and QIF)
    Lloyds (QIF)
    NatWest (OFX)
    Nationwide (OFX - full statement)
    Royal Bank of Scotland (OFX and QIF)
    Santander (QIF)
    Tesco (OFX and QIF)

  6. 6 Posted by Stuart Beesley ... on 31 Oct, 2023 11:51 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    AMEX has OFX and import works well!

  7. 7 Posted by Jim Barton on 31 Oct, 2023 02:22 PM

    Jim Barton's Avatar

    Thanks. I wouldn't have an Amex card because it is not widely accepted in
    the UK - due to the extremely high rate it charges retailers.

  8. System closed this discussion on 30 Jan, 2024 02:30 PM.

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