qfx id

Dave's Avatar

Dave

15 Dec, 2015 09:38 PM

I may switch from Quicken to Moneydance but I need ot be able to download from my financial institutions. I have been using quicken for that purpose. My financial institutions do not show up in the selection box in Money dance. Can I use the OFX log from Quicken to get the parameters Moneydance needs for a connection and if yes can you list the parameters as they would show up in the qfx log.

  1. Support Staff 1 Posted by Jenny on 16 Dec, 2015 11:16 AM

    Jenny's Avatar

    Hi Dave,

    There are two methods that personal finance software can use to access your accounts: direct connect and web connect.
    With Web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically.This is likely what you had been using with Quicken. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. Moneydance only supports automatic connections through direct connect and not web connect.

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    If your bank is not listed, then unfortunately they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    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.

    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.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 05:01 AM.

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