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Transferring investment information from my investment account online to Moneydance

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denise.hummel

May 03, 2015 @ 06:02 PM

how do I am transfer my investment account informtation (through charles schwab) to my Moneydance program -- online.I don not want to enter all the information manually.

  1. 1 Posted by -Kevin N. on May 03, 2015 @ 06:45 PM

    -Kevin N.'s Avatar

    Hi denise.hummel.

    Look to see if your financial institution is supported for direct connect
    http://infinitekind.com/fi
    Be sure to read the paragraph at the top of the page.

    Look to Chapter 4, pg. 31 of the 2015 Moneydance User Guide for information about setting up online banking.
    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

    HTH -Kevin N.

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