Automated transactions from Wealthfront

jbburf's Avatar

jbburf

19 Jul, 2020 03:33 PM

I saw an old thread from 2016 that says Wealthfront transactions cannot be imported automatically but can be manually exported from the site and brought into Moneydance. Is this planned to be fixed? I just checked and Wealthfront isn't coming up as an account I can setup yet. Thanks in advance!

  1. Support Staff 1 Posted by Ethan on 19 Jul, 2020 05:29 PM

    Ethan's Avatar

    Hello,

    Unfortunately, it doesn't appear that Wealthfront has started to offer direct OFX connections to their customers, which Moneydance requires in order to talk directly to a bank. This isn't something we can 'fix,' it's a service that they need to enable on their end, which would allow programs like Moneydance to communicate directly and securely with the 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. 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.

    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
    Infinite Kind Support

  2. Ethan closed this discussion on 19 Jul, 2020 05:29 PM.

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