tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2385-help-with-set-upInfinite Kind: Discussion 2016-05-23T10:20:27Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/392217782016-02-22T10:15:06Z2016-02-22T10:15:06Zhelp with set up!<div><p>Hi Sarah,</p>
<p>Are you referring to the options under the 'Online Menu'? If you
highlight the relevant account in the left side bar, then select
'Online', the options should be available to you.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your bank is listed, this means they support direct OFX
connections. You can setup online banking with these banks within
Online --> Set Up Online Banking. Then select 'New Connection'
and choose your financial institution from the list.</p>
<p>If your bank is not listed, then unfortunately your bank does
not support direct OFX connections, which Moneydance requires to
talk directly to a bank.<br>
The best way to get your files into Moneydance is to use a web
browser to download them from your bank's web site. You can
download into QFX, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance. PIC</p>
<p>You can also open your bank's download page directly (after
entering the appropriate address in the Account --> Edit Account
menu) by going to the menu bar and selecting Online --> Open
Account Website, which makes the download process easier.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny