Downloading Transactions from Bank
Dumping Quicken...So when I switch to Moneydance and download transactions from the bank, can I specify a time frame so I don't have to duplicate previous months that I already have reconciled in Q?
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1 Posted by Ian L on 23 Sep, 2015 12:41 PM
Hi Kathy,
If you are downloading directly from within Moneydance, the program is able to automatically deal with duplicates. You won't need to specify a time frame. If you download and import OFX, QFX, or QIF files, you can select the timeframe when generating the file for download from your bank's website.
What bank are you downloading from? If you let me know that information, I can help you with the best way to get started downloading in Moneydance.
Ian
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 04:59 AM.