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12 Nov, 2020 12:46 PM
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?
on 12 Nov, 2020 01:23 PM
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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