TD Canada Trust

Jennifer's Avatar

Jennifer

20 Mar, 2010 12:33 AM

Hi, my husband purchased MoneyDance last weekend after checking the list of compatible banks and believing that ours was on it. Unfortunately, although TD Bank was listed, it seems that maybe TD Canada Trust is different? I can't seem to make this work and have read posts from other people who had the same problem with Canadian Banks and MoneyDance. I really like the features of this program - is there any way I can make it work? I've never used financial software before so I'm trying to figure it out as I go but have had no luck so far.....
Jennifer

  1. 1 Posted by Angie Rauscher on 25 Mar, 2010 07:43 PM

    Angie Rauscher's Avatar

    Jennifer,

    Unfortunately, it doesn't appear that TD Canada Trust (which is distinct from TD 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.

    Angie Rauscher
    Moneydance Support

  2. Angie Rauscher closed this discussion on 25 Mar, 2010 07:43 PM.

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