Downloading directly from www.citi.com , www. vanguard.com , www.bofa.com : Does this actually work ?

greg's Avatar

greg

17 Jun, 2009 11:57 PM

Hi folks,

(1)
I actually just want 1 and only 1 thing:
To download transactions from major institutions like www.citi.com , www. vanguard.com , www.bofa.com ...

Do these institutions actually support reliable transaction downloads ... or have they been "bought off" by www.intuit.com ?

(2) Can you export MoneyDance data as .CSV (comma delimited) data ?

Thanks in advance.

  1. 1 Posted by Brian Adler on 18 Jun, 2009 05:24 AM

    Brian Adler's Avatar

    Greg,

    As many users can attest, you can definitely use Moneydance to reliably download your transactions from many institutions both major and minor. Have you seen the list of institutions we support? http://moneydance.com/fi

    If you contact customer service from these banks, they will not have heard of Moneydance and will say they do not support it. But we support them. We use the same protocols Quicken uses and can essentially support direct connection to any institution Quicken supports. This of course includes many that are not currently on our list, and we are happy to add those as soon as someone makes the request.

    You can export Moneydance files in tab delimited format (as well as XML and QIF) but not CSV.

  2. Raimund Buchholz closed this discussion on 17 Dec, 2009 01:16 AM.

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