Syncing Moneydance with Wealthfront Account

Tom's Avatar

Tom

15 Aug, 2015 12:20 AM

Hello,

I was curious if there is any way to sync Moneydance with a Wealthfront account (or similar web-based investment robo-advisors) . I searched through the previous conversations but haven't found anything directly related to my question.

Thanks!

  1. 1 Posted by harryfranks on 15 Aug, 2015 02:33 AM

    harryfranks's Avatar

    There is no direct download but you can manually download a transaction file. Log into Wealthfront on the web, then choose the documents tab. At the bottom you should see a link for download to Quicken. Choose that link and it opens a page from APEX (the clearing company). Choose the dates and the account and download the OFX file. Then in moneydance choose File, Import and choose that file.

  2. System closed this discussion on 19 Mar, 2016 05:00 AM.

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