National Australia Bank

Matthew's Avatar

Matthew

Feb 02, 2014 @ 11:54 PM

Hi, I've been on the phone to my bank - National Australia Bank, and they've assured me they'll do anything they can to help me setup with money dace. What steps do I need to take to complete the connection setup?

  1. 1 Posted by Jessica Little on Feb 04, 2014 @ 06:18 PM

    Jessica Little's Avatar

    Hi Matthew,

    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, 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.

    Jessica Little
    Moneydance Support

  2. Jessica Little closed this discussion on Feb 04, 2014 @ 06:18 PM.

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