Canadian Banks

Joe Tavares's Avatar

Joe Tavares

27 Jul, 2019 07:08 PM

Hello,

Do you sync to Canadian Banks?

Thanks,

Joe,

  1. 1 Posted by derekkent23 on 28 Jul, 2019 06:50 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Moneydance supports Direct Connect as a mean of syncing with banks.
    If your bank supports Direct connect then it should work.
    See this set of articles https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    Hope this helps.

  2. 2 Posted by dwg on 28 Jul, 2019 07:05 AM

    dwg's Avatar

    I'm a fellow user.

    The institutions that are known to support Direct Connect and that Moneydance has connection information for can be found at:

    https://infinitekind.com/fi

  3. System closed this discussion on 27 Oct, 2019 07:10 AM.

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