Is there a list of financial institutions that are accessible through Moneydance?

Steven Halper's Avatar

Steven Halper

30 Nov, 2015 03:43 PM

Is there a list of financial institutions that are accessible through Moneydance?

  1. Support Staff 1 Posted by Jenny on 30 Nov, 2015 03:51 PM

    Jenny's Avatar

    Hi Steven,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    If your bank is on the list, then they support direct OFX connections. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    If your bank is not listed, then unfortunately they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 30 Nov, 2015 03:51 PM.

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