Manual Downloads

If your bank does not support automatic downloads using Direct Connect, you can still easily import your data into the program for free.

You can use a web browser to download files from your bank's website.

We recommend you download transactions into QFX or OFX files.

If these formats aren't available, you can download QIF files (aka Quicken or MS Money files).

Open the File with Moneydance -

After downloading a file from your bank's website, many web browsers will automatically ask which program you want to use to open the downloaded file. If your web browser prompts you in this manner select “Moneydance”.
 

If you are not prompted to open the file automatically, save the file on your computer.

Then open Moneydance, and select File > Import.

Alternatively, you can open Moneydance and drag the downloaded file into the Moneydance program window (onto the account name in the left side bar).
 

The Import file window will then appear. From here the process differs depending on what type of file you are importing - QFX, OFX or QIF files.
 

Importing OFX and QFX files -

Your account number will be displayed.
Below this, you can choose which account you'd like to import the data into.

Then select OK and your data will import into the specified account.

Moneydance will attempt to match the imported account with your existing accounts and should identify the correct account in subsequent imports.

import_ofx_ofc_qfx_2017.png

Importing QIF files -

When you import a QIF file, the import window will open, displaying a list of your accounts.
Select whichever account you want to import the transactions into.

You'll also see an account named "Imported Bank Account".
If you choose this, you can import the transactions into a new account.
 

At the bottom of the window, the program will try to determine which date format and decimal character have been used within the QIF file.

The date format required may not always be the format you expect (i.e. not the same date format you use in Moneydance).

If you want to check which date format has been used, open the QIF file with a text program like TextEdit or NotePad to view the file contents.
 

Once you're happy with the import settings, select OK and your data will import into the specified account.

Account Website Tool -

Select Online > Open Account Website to automatically open your web browser to a page you've set.

Specify the web page you'd like this function to open (e.g. your bank's home page) by typing in the URL as prompted.

Then choose Online > Open Account Website (again) to access the web page, and this will work as expected going forward.

To edit the account website, select your account, then choose Account > Edit Account.
You can enter the new URL in the "Website" field at the bottom of the window.

open_website_tool_2017.png

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