How do I download more banking data
Hello, I recently downloaded banking data to Moneydance for the first time. I was able to pull in about 3 months worth of banking data. I am trying to get more data downloaded. So far I have been unsuccessful with this. How do I download more banking data so I do not have to manually input all of the data. Thank you.
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1 Posted by dtd on 19 Jan, 2025 08:04 PM
If you are talking older data versus newest data, then that depends on the bank(s). Most banks download 1-3 months, a few do more than that.
Once you get that downloaded, you can't get anything older than that from the automatic download. You can go to the website and see if there is any older data you can manually download, but that's about it.
What you can do is determine what the account balance was at the time of the oldest download [you can calculate it as 'current balance' - 'your moneydance balance' and put that value into the initial balance area, then you'd have a proper current balance and could just move on from there...
System closed this discussion on 20 Apr, 2025 08:10 PM.