Connecting my bank transactions with moneydance

Joel Henning's Avatar

Joel Henning

16 Feb, 2016 10:16 AM

This comment was split from the discussion: Connecting my bank transactions with moneydance

The Private Bank of Chicago allowed me to download directly to Quicken. But I don't seem to be able to do so using your Private Bank (Chicago)

  1. Support Staff 1 Posted by Jenny on 16 Feb, 2016 10:17 AM

    Jenny's Avatar

    Hi Joel,

    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. This is likely what you were using with Quicken.

    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.

    Moneydance only supports automatic connections through direct connect and not web connect.

    If your bank begins to support direct connect, we'd be happy to establish a connection with them.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Larissa on 16 Feb, 2016 11:29 AM

    Larissa's Avatar

    Hi,
    Can I automatically download financial information from my bank account in the UK to money dance?

  3. Support Staff 3 Posted by Jenny on 16 Feb, 2016 11:32 AM

    Jenny's Avatar

    Hi Larissa,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi

    If your bank is on the list, this means they support direct OFX connections. You can setup online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    If your bank is not listed, then they do 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.

    Jenny
    Infinite Kind Support

  4. System closed this discussion on 17 May, 2016 11:40 AM.

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