Import

David G Ritcey's Avatar

David G Ritcey

09 Aug, 2018 08:25 PM

HI. Can I import data from a Canadian Brokerage

  1. 1 Posted by dwg on 09 Aug, 2018 09:12 PM

    dwg's Avatar

    I'm a fellow user.

    Probably not automatically as few institutions outside the U.S. support direct connect, but you may well be able to do a manual import depending on what file formats your brokerage provides the data in. For investment accounts Moneydance supports the most commonly used formats e.g. QIF, OFX, QFX.

  2. System closed this discussion on 08 Nov, 2018 09:20 PM.

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