downloading transactuions

Michael's Avatar


09 Dec, 2022 01:39 AM

Before downloading and switching to Moneydance, I'd like to find out if my bank's transactions are downloadable. How can I tell if my bank's transactions can be downloaded to Moneydance?

  1. 1 Posted by TonyRI on 09 Dec, 2022 03:38 AM

    TonyRI's Avatar

    Hi Michael,

    If you're referring to Automatic Downloads (Direct Connect/Online OFX Service), you can check the list of Supported Financial Institutions:

    Otherwise, you can perform Manual Downloads:

    There is also a paid subscription service ($2/mo) via Plaid, using Moneydance +, for Banks that don't support Direct Connect:


    Tony (MD user, Not IK Support)

  2. 2 Posted by The Roths on 09 Dec, 2022 12:56 PM

    The Roths's Avatar

    Thank you Tony.

  3. Maddy closed this discussion on 09 Dec, 2022 01:40 PM.

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