Connection to bank

Lee's Avatar

Lee

08 Nov, 2015 09:02 PM

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

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

    David Hanley's Avatar

    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

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

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

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

    lee.mcwilliams's Avatar

    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

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

    Ian L's Avatar

    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

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

    lee.mcwilliams's Avatar

    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

      ​

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

    Ian L's Avatar

    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

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

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