downloading credit card information

Michael Plumer's Avatar

Michael Plumer

31 Oct, 2015 06:44 PM

I've figured this out in Quicken, but have yet to do it for the new Moneydance program. How can I download credit card transactions continuously?

  1. 1 Posted by Michael Plumer on 31 Oct, 2015 06:47 PM

    Michael Plumer's Avatar

    How do I download credit card transactions?

  2. 2 Posted by dwg on 31 Oct, 2015 08:24 PM

    dwg's Avatar

    Micheal,

    This is a post and reply forum not a chat system so you will not get an immediate response.

    Have you looked at the users guide?

    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

    If your financial institution supports direct connect you can refer to the knowledge base article::

    http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

    A list of the FI that are known to support direct connect is at:

    http://infinitekind.com/fi

    If your FI does not support direct connect you can still download files in the most common formats (OFX, QFX, QIF etc) and manually import them into Moneydance (refer to the User Guidel)

    http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

  3. 3 Posted by David Hanley on 31 Oct, 2015 08:37 PM

    David Hanley's Avatar

    Hi Michael,

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

    Thanks!

    David Hanley
    Infinite Kind Support

  4. System closed this discussion on 19 Mar, 2016 05:02 AM.

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