syncing with my bank

Douglass Craig's Avatar

Douglass Craig

31 Mar, 2020 05:47 PM

HiHo,

  How can I find out if Moneydance will sync and download information to my bank (Savi Bank) as well as my credit union account (BECU)?

Thanks for your help

doug

  1. Support Staff 1 Posted by Ethan on 31 Mar, 2020 07:19 PM

    Ethan's Avatar

    Hello Doug,

    The full list of financial institutions that we know of that support direct connections can be found at: https://infinitekind.com/fi

    Even if your banks don't support direct OFX connections, which Moneydance requires in order to talk directly to a bank, you can still get your transactions into Moneydance by using 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 you haven't already, I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, detailed information on how to use the program can be found at http://help.infinitekind.com/kb/

    Ethan
    Infinite Kind Support

  2. System closed this discussion on 30 Jun, 2020 07:20 PM.

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