Add Bank

Beth's Avatar

Beth

10 Feb, 2016 09:41 PM

Please add Middlesex Savings Bank as soon as humanly possible. Thank you for your help.

  1. Support Staff 1 Posted by Jenny on 11 Feb, 2016 08:31 AM

    Jenny's Avatar

    Hi Beth,

    Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    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.

    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.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Beth DeBor on 13 Feb, 2016 03:31 PM

    Beth DeBor's Avatar

    Hi Jenny,

    Thanks for your help. I used to download into Quicken. I'll talk to the
    internet people again at the bank. Maybe I wasn't clear about what I was
    asking.

    Regards,
    Beth

  3. Support Staff 3 Posted by Ethan on 13 Feb, 2016 03:34 PM

    Ethan's Avatar

    Hello Beth,

    There are two methods that personal finance software can use to access your accounts: direct connect and web connect. With web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. Since your bank doesn't offer direct connect, it is likely that you were using web connect, which can look very similar from the user perspective. Moneydance only supports automatic connections through direct connect and not web connect, as web connect is unfortunately a propitiatory protocol owned by Quicken. You can still download OFX, QFX, QIF, and OFC files files from your bank and import them, but there's currently no way to do this automatically from within Moneydance.

    Ethan
    Moneydance Support

  4. Ethan closed this discussion on 13 Feb, 2016 03:34 PM.

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