tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/2965-connecting-accounts-to-moneydanceInfinite Kind: Discussion 2016-01-26T09:18:52Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/390074632016-01-26T09:18:50Z2016-01-26T09:18:50ZConnecting Accounts to Moneydance<div><p>Hi,</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
If your bank is listed, you can set up online banking with these
banks within Online --> Set Up Online Banking. Then select 'New
Connection' and choose your financial institution from the
list.</p>
<p>If your bank is not included in the list, unfortunately, your
bank does not support direct OFX connections, which Moneydance (and
other financial software) requires in order to talk directly to a
bank.</p>
<p>The best way to get your files into Moneydance is to use a web
browser to download them from your bank's web site. You can
download into QFX, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance.</p>
<p>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.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny