Archive - How can I download data from my bank automatically?

This is an archived document. Please refer to the more recent knowledge base articles on this page

Using ‘Direct Connect’ allows Moneydance to connect to a server at your bank (instead of their website) and usually requires different login credentials than you would use to log into your banks site. You can view this knowledge base article to see if your bank supports Direct Connect, and how to get setup.

Purchasing and Upgrading
- Trial Version
- Licensing Policy
- License Key Recovery
- Registering
- Purchase Options
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Getting Started
- Opening Moneydance
- First Steps with Moneydance
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Accounts and Categories
- Types of Accounts
- Create, edit or delete Accounts
- Create, edit or delete Categories
- Parent and Child
- Credit Card Accounts
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Register and Transactions
- Transactions
- Transaction Fields
- Entering Transactions
- Transfers between Accounts
- Sort and Filter the Register
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Online Banking and Bill Pay
- Downloads Methods
- Direct Connect
- Manual Downloads
- Importing CSV Files
- Recognise Downloaded Data
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Moneydance+
- Moneydance+ Overview
- Subscribing to Moneydance+
- Connect Accounts with Moneydance+
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Popular Banks
- Connecting to Wells Fargo
- Connecting to USAA
- Connecting to Chase
- Connecting to BBVA
- Connecting to TD Bank
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Navigating Moneydance
- Overview
- Summary Page
- Menus
- Keyboard Shortcuts in Moneydance
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Budgeting
- Create a Budget
- "Newer" Budget Format
- "Mixed Interval" Budget Format
- Budget Bars
- Budget Status Graph
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Reminders
- Types of Reminders
- General Reminders
- Transaction Reminders
- Reminder Frequency
- Applying Reminders
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Graphs and Reports
- Create a Graph or Report
- Export a Graph or Report
- Memorized Graphs and Reports
- Graph Types and Uses
- Report Types and Uses
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Syncing and Sharing Data
- Syncing with Other Computers
- Syncing with Mobile App
- Using the Mobile App
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Backups and Exporting
- Exporting Data
- Creating Manual Backups
- Enabling Automatic Backups
- Restoring from a Backup
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Investment Accounts
- Create an Investment Account
- Investment Account Registers
- Adding Securities
- Security Prices
- Entering Holdings
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Loan Accounts
- Create a Loan Account
- Schedule Loan Payment Reminder
- Enter an Existing Loan
- Loan Calculator
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Currency and VAT/GST
- Create, Edit or Delete Currencies
- Cross-Currency Transactions
- Currency Calculator
- VAT/GST
- Bitcoin and other cryptocurrencies
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Importing Data from Other Programs
- Importing Data in QIF format
- Possible Problems After QIF Import
- Importing From Microsoft Money
- Importing From Quicken 15/16 For Mac
- Importing From Quicken Essentials
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Customizing and Preferences
- Preferences Overview
- General
- Appearance
- Network
- Check Printing
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File Locations and Changes
- Default File Location
- Moving Files
- Renaming Files
- Deleting Files
- Moving to a new computer
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Foresight
- Getting Started with Foresight
- Reminder Review
- Foresight Budgeting
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Extensions
- Extensions Overview
- Installing Extensions
- Python Scripts
- Text File Importer Extension
- Find and Replace Extension
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Linux
- Installing Moneydance on ChromeOS
- Linux and HiDPI (High Resolution) Screens
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Older Versions
- Moneydance 2015 User Guide
- Moneydance 2014 User Guide
- Moneydance 2012 User Guide
- Moneydance 2011 User Guide
- MD 2014 - Restoring Backup
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ARCHIVE - Getting Started
- Archive - Getting Started - First Steps with Moneydance
- Archive - Getting Started - Register and Transaction basics
- Archive - Getting Started - Account and Category basics
- Archive - Getting Started - Online Banking and Bill Pay
- Archive - Getting Started - Creating a budget
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ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
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ARCHIVE - Program Basics
- Archive - Where is my data stored?
- Archive - Can I automatically download transactions from my financial institution?
- Archive - Sharing data via two computers using Dropbox
- Archive - How to delete an unwanted data set
- Archive - How do I encrypt my data file and create a password?
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ARCHIVE - Account Basics
- Archive - Can I set a 'Starting Balance' for my account?
- Archive - How can I 'Close' an Account?
- Archive - What do the different types of balances mean?
- Archive - What types of accounts does Moneydance support?
- Archive - How do I create a new account?
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ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
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ARCHIVE - Online Banking
- Archive - How can I setup Online Banking?
- Archive - How can I enable 'Direct Connect' access?
- Archive - How can I download data from my bank automatically?
- Archive - Why can I connect in Quicken but not in Moneydance?
- Archive - How can I 'Confirm' downloaded/imported transactions?
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
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ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
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ARCHIVE - Extensions
- Archive - MoneyPie Budgeting Extension Documentation
- Archive - Installing extensions
- Archive - Changing the "As Of" date in the Security Price Entry Extension
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ARCHIVE - Everything Else
- Archive - How can I add extra principal payments to a Mortgage?
- Archive - How do I print checks in Moneydance?
- Archive - .moneydance preferences folder not created on OS X
- Archive - Encrypting your data file
- Archive - Restoring from a checkpoint file in Moneydance 2012 and 2014
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Recent Discussions

	22 Sep, 2023 05:12 PM	account bar
	22 Sep, 2023 04:26 PM	Life Insurance Policies
	22 Sep, 2023 04:13 PM	Relink investment account for transaction importing
	22 Sep, 2023 03:40 PM	How do I reset the "next transaction" marker for recurring transactions?
	22 Sep, 2023 11:44 AM	Ratios Extension

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