Canadian Investment Support
Your product looks interesting to me. I think it will serve my needs, but I am interested to know if your product will support Canadian investment brokerage houses using direct investing accounts.
Thanks for your follow-up in advance.
Ken
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Support Staff 1 Posted by Ethan on 05 Jan, 2018 06:40 PM
Hello Ken,
The full list of banks we support direct connections with can be found at http://infinitekind.com/fi. Unfortunately, we've found very few financial institutions outside of the United States that support direct OFX connections, which Moneydance requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site. If your bank offers them, 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. 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.
If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
Please let me know if I can be of further assistance,
Ethan
Moneydance Support
2 Posted by Ken Myers on 05 Jan, 2018 07:43 PM
Thanks for your follow-up response below Ethan. It appears there is a way for me to use Moneydance to help manage my portfolio. So, I will give it a try. Have a great weekend.
Regards,
Ken
System closed this discussion on 06 Apr, 2018 07:50 PM.