First Direct

Tim Wood's Avatar

Tim Wood

06 Aug, 2015 05:22 PM

Please can you tell me how I can locate an online link to my UK Bank HSBC First Direct - it is not listed on my software as described in the User Manual for Moneydance

  1. 1 Posted by Scott Meehan on 06 Aug, 2015 06:17 PM

    Scott Meehan's Avatar

    Hi Tim,

    Unfortunately, it appears that your bank doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a 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, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. 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.

    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, and thank you for your interest in Moneydance.

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 06 Aug, 2015 06:17 PM.

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