Synchrony Bank

roland's Avatar

roland

23 Feb, 2016 04:04 PM

Request Synchrony Bank be petitioned and added to the list of financial institutions.

  1. Support Staff 1 Posted by Jenny on 24 Feb, 2016 09:25 AM

    Jenny's Avatar

    Hi Roland,

    Unfortunately, it appears 'Synchrony Bank' 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. Jenny closed this discussion on 24 Feb, 2016 09:25 AM.

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