New Banks

Richard's Avatar

Richard

20 Feb, 2016 10:50 PM

Hi Can you check to see if you can add the following Financial institutions.

Enterprise Bank Lowel Ma
https://www.enterprisebanking.com

CreditOne Bank
https://www.creditonebank.com/Summary.aspx

Synchrony Bank
https://www.synchronybank.com

thanks

  1. Support Staff 1 Posted by Jenny on 22 Feb, 2016 10:44 AM

    Jenny's Avatar

    Hi Richard,

    Unfortunately, it doesn't appear that your banks 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 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, which makes the download process easier.

    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, and thank you for your interest in Moneydance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 01 Mar, 2016 11:13 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac