Download banking and investment accounts from TD Canada Trust
Hi.
I'm using the trial version to see if I can download my investments and banking info from TD Canada Trust, CIBC, and MBNA Canada (Canadian banks). Can Moneydance do it?
Thanks, Chris
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1 Posted by Ian O on 07 Mar, 2017 12:45 PM
Hi Chris,
Moneydance supports automatic connections via Direct Connect and you can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
Unfortunately, it appears your bank does not support Direct Connect, which Moneydance requires in order to talk directly to a bank. I'm afraid that most Canadian banks do not support this feature. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.
Without Direct Connect, the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.
You can also open your bank's download page directly (after entering the appropriate address in the Account --> Edit Account menu) by going to the menu bar and selecting Online --> Open Account Website, which makes the download process easier.
I hope this information is helpful, please let me know if I can be of further assistance.
Ian O
Infinite Kind Support
System closed this discussion on 06 Jun, 2017 12:50 PM.