Home → New Bank Requests →

New Bank requests

• Edit

Colin

11 Dec, 2015 09:24 PM

I live in the UK so do you connect with UK banks and building societies?

1. 1 Posted by dwg on 12 Dec, 2015 03:00 AM

   

   In general it is mostly only a subset of U.S. financial institutions that offer direct connect services using the OFX protocol.

   This is the protocol that Moneydance (and other financial software) requires in order to talk directly to a bank and to facilitate application based banking, this is an open source protocol.

   Without this support, the facility that most banks provide to get your transactions into applications like Moneydance, is to use a web browser to download transaction files from the bank's web site. You can download 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 webpage directly from Moneydance (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

   Des

   • Edit

2. Support Staff 2 Posted by Jenny on 12 Dec, 2015 11:46 AM

   

   Hi Colin,

   You can view a list of our supported financial institutions here - http://infinitekind.com/fi
   If your bank is not listed, then unfortunately they do not support direct OFX connections.

   As Des has explained, you can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

   You can open your bank's download page directly by going to the menu bar and selecting Online->Open Account Website, which makes the download process easier.

   Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

   Jenny
   Infinite Kind Support

   • Edit

3. Jenny closed this discussion on 12 Dec, 2015 11:46 AM.