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Please add Citibank (Citibank North America) and Citibank Singapore

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Jeff

Feb 13, 2016 @ 04:57 PM

Please add Citibank (Citibank North America) and Citibank Singapore.
Also, please add UOB (another bank in Singapore)

1. Support Staff 1 Posted by Ethan on Feb 14, 2016 @ 02:05 PM

   

   Unfortunately, it doesn't appear that either your banks support direct OFX connections, which Moneydance requires in order to talk directly to a bank. Citibank used to until late last year, when they shut off all of the direct connections for their customers. We of course have no control over which services banks offer their customers.

   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, OFX, OFC, or QIF 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,

   Ethan
   Moneydance Support

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2. Ethan closed this discussion on Feb 14, 2016 @ 02:05 PM.

3. Jeff re-opened this discussion on Mar 12, 2016 @ 12:53 PM

4. 2 Posted by Jeff on Mar 12, 2016 @ 12:53 PM

   

   Hi Ethan,

   Since my banks don't offer any kind of transaction download facility, are you able to take a PDF statement as input? Or can I only input them by hand?

   thanks!

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5. Support Staff 3 Posted by Jenny on Mar 14, 2016 @ 02:16 PM

   

   Hi Jeff,

   I am afraid we have no method of importing your data form a PDF file. PDF files are a format that is intended for printing and as such contain considerable layout information as well as your data, as such there is not a standard way for transactions to be stored in a PDF file and therefore we cannot import the file.

   Are there no other formats available to you for downloading your data? Ideally you should download QFX, OFX, OFC, or QIF files (sometimes referred to as Quicken or MS Money files) if these are available to you. You can also import CSV files, although the import process is slightly more involved than others with this format.

   Jenny
   Infinite Kind Support

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6. System closed this discussion on Jun 13, 2016 @ 02:20 PM.