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New Bank Requests

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Cheryl

Feb 20, 2013 @ 04:24 PM

I'm requesting to have my bank added as it does not show on your supported list.
Hudson City Savings Bank
2 Prospect Street
Ridgefield, CT 06877-4510
Routing 221272316 Phone (203) 894-1512
Also, Can I have more than one checking in Moneydance?
Thanks

1. 1 Posted by -Kevin N. on Feb 20, 2013 @ 05:18 PM

   

   Hi Cheryl,

   Until someone from Moneydance Support responds as to your banks ability to provide direct-connect, I thought I'd reply to your other query.

   Yes, you can have as many accounts as possible.
   Open Moneydance, then from the Menu bar, click on 'Account' then 'New Account'.
   For a Savings or Checking account, choose the 'Bank' option.
   In the resulting form, fill in the particulars of the account and click OK.
   The new account will appear on your Home Page.

   HTH -Kevin N.

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2. 2 Posted by Scott Meehan on Feb 20, 2013 @ 06:13 PM

   

   Hi Cheryl,

   Unfortunately, it appears that your bank doesn't 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 transactions into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as 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.

   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.

   Scott Meehan
   Moneydance Support

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3. System closed this discussion on Mar 31, 2015 @ 03:58 PM.