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Please add Premier Valley Bank

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Alan Pierrot

10 Jan, 2016 05:55 PM

Please add Premier Valley Bank

1. 1 Posted by David Hanley on 10 Jan, 2016 08:29 PM

   

   Hi Alan,

   Unfortunately, it doesn't appear that Premier Valley 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.

   David Hanley
   Infinite Kind Support

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2. System closed this discussion on 10 Apr, 2016 08:30 PM.

3. Alan Pierrot re-opened this discussion on 11 Apr, 2016 03:06 AM

4. 2 Posted by Alan Pierrot on 11 Apr, 2016 03:06 AM

   

   David,
   Premier Valley Bank just updated its online services. Please let me know
   if it now supports OFX connections.
   Alan

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5. 3 Posted by Ian L on 11 Apr, 2016 11:52 AM

   

   It looks like they still only support web connect, unfortunately.

   Ian L
   Infinite Kind Support

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6. 4 Posted by Alan Pierrot on 11 Apr, 2016 01:45 PM

   

   In that case, please send me the link on how I get statements from my bank into Moneydance.
   Alan

   Sent from my iPad

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7. Support Staff 5 Posted by Jenny on 12 Apr, 2016 09:40 AM

   

   Hi Alan,

   Every banks online website is different, but you should login to your online banking and look for a 'download' option. On my banks website, this is listed under 'statements', but as I said, each website will vary.

   When you have located the download function, you can download your data 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, which makes the download process easier.

   Jenny
   Infinite Kind Support

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8. System closed this discussion on 30 Jul, 2016 03:50 AM.