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add local folder for download?

Alex's Avatar

Alex

12 Nov, 2020 12:46 PM

Hello,

My bank doesn't support OFX, but I am able to download a CSV and convert to OFX. I'd like to automate this as much as possible.

Can I set a local folder as the download location so that Moneydance fetches the OFX file there (as if it were on the bank site)?

Also, does anyone know if there is a way to automate the OFX creation from CSV using, for example, Hazel/Automator?

Many thanks,

Alex

  1. 1 Posted by -Kevin N. on 12 Nov, 2020 01:23 PM

    -Kevin N.'s Avatar

    Hi Alex,

    Take a look at the 'Import List' extension. It provides for a user-defined location that Moneydance 'looks at' for downloaded files.

    I can't help with converting CSV to OFX.

    Personally, I use the 'CSV Importer' extension. It is more robust than Moneydance's built-in importer.

    -Kevin N. (not a member of MD support)

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