Financial Institution info

Guy's Avatar

Guy

14 Feb, 2016 10:51 PM

my Canadian bank not listed

  1. 1 Posted by David Hanley on 14 Feb, 2016 10:51 PM

    David Hanley's Avatar

    Hi Guy,

    Can you give me the name(s) of the financial institution(s) you're trying to connect to?

    Thanks!

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Guy Bellerby on 14 Feb, 2016 11:00 PM

    Guy Bellerby's Avatar

    Bank of Montreal

    Sent from my iPhone

  3. 3 Posted by David Hanley on 14 Feb, 2016 11:24 PM

    David Hanley's Avatar

    Guy,

    Unfortunately, it doesn't appear that Bank of Montreal supports 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. Sadly there has been very little adoption of the OFX direct

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

    David Hanley
    Infinite Kind Support

  4. System closed this discussion on 15 May, 2016 11:30 PM.

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