tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3015-add-bankInfinite Kind: Discussion 2016-02-13T15:34:08Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391418252016-02-11T08:31:48Z2016-02-11T08:31:48ZAdd Bank<div><p>Hi Beth,</p>
<p>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.</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>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391418252016-02-13T15:31:00Z2016-02-13T15:31:00ZAdd Bank<div><p>Hi Jenny,</p>
<p>Thanks for your help. I used to download into Quicken. I'll talk
to the<br>
internet people again at the bank. Maybe I wasn't clear about what
I was<br>
asking.</p>
<p>Regards,<br>
Beth</p></div>Beth DeBortag:infinitekind.tenderapp.com,2009-01-14:Comment/391418252016-02-13T15:34:07Z2016-02-13T15:34:07ZAdd Bank<div><p>Hello Beth,</p>
<p>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.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan