online banking

Michael Zufelt's Avatar

Michael Zufelt

04 Dec, 2023 12:09 AM

Does the demo allow online bank connection? I can't find a place to enter financial banking info for direct connect. I don't want to enter all of my transactions individually I want a program that will update when I request it. I don't want to purchase if I can't get the auto updates with my credit union and bank.

Thank you

This discussion was closed! See this FAQ for more information:

  1. Downloads Methods

    There are three ways to download your transactions into Moneydance -

    OFX Direct Connect

    Moneydance supports free automatic downloads to many banks and financial institutions using a connection called OFX Direct Connect.

    You can download information through Direct Connect into bank, credit card, and investment accounts if your bank supports this service.

    Using Direct Connect allows Moneydance to co...

    See more..
  1. 1 Posted by dtd on 04 Dec, 2023 12:12 AM

    dtd's Avatar

    The demo allows online bank connection.

    The limitation is 100 MANUAL entries. Otherwise complete.

    Download and try it out.

  2. 2 Posted by Mike ZUFELT on 04 Dec, 2023 01:46 AM

    Mike ZUFELT's Avatar

    I got the demo and added my bank accounts I synched the online to my bank account through the plaid account but when I go to the app there is no information about any of my bank accounts? It is just blank.
    Does it take a day to synchronize?
    Thank you for the prompt response previously

  3. 3 Posted by dtd on 04 Dec, 2023 03:23 AM

    dtd's Avatar

    I don't have a link (in my head) but you may not have connected the plaid connections to your specific accounts. I'll let someone come up with that knowledge base link.

    It does not take a day to synchonize, so something is wrong. Maybe you didn't click on the "download everything" menu item?

  4. 4 Posted by dwg on 04 Dec, 2023 03:53 AM

    dwg's Avatar

    This is a link to the Moneydance+ section of the Knowledge Base

    https://infinitekind.tenderapp.com/kb/moneydance

  5. System closed this discussion on 04 Mar, 2024 04:00 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac

Recent Discussions

05 Mar, 2024 12:33 PM
05 Mar, 2024 11:01 AM
05 Mar, 2024 08:08 AM
05 Mar, 2024 03:02 AM
05 Mar, 2024 02:59 AM