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Connection to bank

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Lee

Nov 08, 2015 @ 09:02 PM

I use Bar Harbor Bank & Trust. Can you connect to them?

1. 1 Posted by David Hanley on Nov 08, 2015 @ 10:27 PM

   

   Hi Lee,

   Unfortunately, it doesn't appear that Bar Harbor B&T 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.

   David Hanley
   Infinite Kind Support

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2. David Hanley closed this discussion on Nov 08, 2015 @ 10:27 PM.

3. lee.mcwilliams re-opened this discussion on Nov 08, 2015 @ 10:34 PM

4. 2 Posted by lee.mcwilliams on Nov 08, 2015 @ 10:34 PM

   

   Hi David,

   I really appreciate your quick and thorough response, even if it wasn't
   quite what I had hoped!

   I have downloaded last month's statement as a QIF file and have gone
   through to assign categories etc. Because that worked I tried to do the
   same for the transactions from 1/1/15-10/2/15 and Moneydance doesn't seem
   to be able to add earlier transactions. Is there a trick?

   Thanks,
   Lee

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5. 3 Posted by Ian L on Nov 09, 2015 @ 03:05 PM

   

   Hi Lee,

   You should be able to add the earlier transactions in the same way you added the later ones. What happens exactly hen you try? Are you getting any error or status messages?

   Ian
   Infinite Kind Support

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6. 4 Posted by lee.mcwilliams on Nov 09, 2015 @ 04:22 PM

   

   Hi Ian,

   I won't be able to respond with complete details till this evening, because
   - and this is another issue - I have Moneydance on my home computer but
   can't access it from my iPad or phone. Is there some way to do that?

   In my bank's website, I name the date range of transactions and ask to
   export them in QIF format. The transactions are sent to the Download
   folder. (I felt pretty certain they exported correctly, because the size of
   this download was many times larger than the 1-month file.)

   In Moneydance, I click on Import and designate my checking account and
   click on the downloaded transactions. Nothing imports. Instead, I get some
   duplicates of a transaction already in the file.

   Does that give you enough information?

   Thanks,
   Lee

     ​

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7. 5 Posted by Ian L on Nov 09, 2015 @ 04:31 PM

   

   It sounds like there might be something weird about your QIF file. if you could send that file to me, I can take a look and let you know if anything looks odd.

   There isn't currently a full version of the application available for mobile devices. You can enter transactions using our iPhone app, but you can do things like import QIF files or download new transactions.

   Ian
   Infinite Kind Support

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8. System closed this discussion on Mar 19, 2016 @ 05:03 AM.