Bank not listed

jbroome68's Avatar

jbroome68

05 Feb, 2016 02:36 PM

How do I set up my checking account if my banking institution is not listed in the online account setup

  1. 1 Posted by David Hanley on 05 Feb, 2016 02:40 PM

    David Hanley's Avatar

    Hi John,

    Can you give me the name(s) of the financial institution(s) you're trying to connect to? Could you also check to see if your financial institution is listed here on our list of supported FI's? If your bank offers an OFX direct connect server, we'll be able to establish a connection. If your bank does not have these capabilities, 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.

    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. System closed this discussion on 06 May, 2016 02:40 PM.

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