Shawn Willden's Avatar

Shawn Willden

01 Dec, 2009 04:01 PM

They manage Healthcare Savings accounts. They already provide downloads in multiple formats (CSV, OFX, QIF and IIF), and I've successfully used their web interface to download an OFX file, which imported smoothly in MD.

  1. 1 Posted by Jessica Little on 02 Dec, 2009 01:41 AM

    Jessica Little's Avatar

    Hi Shawn,

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. The best way to get your transactions 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Jessica Little
    Moneydance Support

  2. 2 Posted by Shawn Willden on 02 Dec, 2009 05:37 PM

    Shawn Willden's Avatar

    Thanks. I'll encourage them to add support for direct connections.

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