tag:infinitekind.tenderapp.com,2009-01-14:/discussions/syncspace-app-support/512-syncing-transactionsInfinite Kind: Discussion 2016-11-08T13:00:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/405003252016-08-09T10:40:17Z2016-08-09T10:40:17ZSyncing transactions<div><p>Hi Marilyn,</p>
<p>Moneydance supports automatic connections via Direct Connect and
you can view a list of our supported financial institutions here -
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your bank is listed, this means 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.</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken. Moneydance uses exactly the same OFX
server connection protocol as Quicken but your bank representative
may not know this and mistakenly believe that you can not connect
in Moneydance. Calling up your bank and stating precisely the
following should get you started. <em>"Please enable direct connect
on my account such that I can connect to your servers directly with
Quicken. Also give me the login credentials I need to connect
Quicken to this service."</em></p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use.</p>
<p>If your bank is not listed, and do not support Direct Connect.
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.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/405003252016-08-09T12:57:07Z2016-08-09T12:57:08ZSyncing transactions<div><p>Ian,<br>
Thank you. I appreciate your help. I was able to get transactions
for the month of July downloaded but I was not able to get prior
transactions from the first of the year. Since I have a bit of
learning on this new system, please forgive all of the minor
questions.<br>
Thanks,<br>
Marilyn</p>
<p>Sent from my iPhone</p></div>Marilyn White