Brookline Bank access needed

samuel levy's Avatar

samuel levy

15 Mar, 2016 09:13 PM

  1. 1 Posted by David Hanley on 16 Mar, 2016 12:57 AM

    David Hanley's Avatar

    Hi Samuel,

    Unfortunately, it doesn't appear that Brookline Bank supports direct OFX connections, which Moneydance 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.

    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.

    David Hanley
    Infinite Kind Support

  2. 2 Posted by samuel levy on 16 Mar, 2016 10:34 AM

    samuel levy's Avatar

    They do as I use direct connect on quicken.

    Samuel Levy
    [email blocked]
    617-368-0685

    Please excuse the brevity ...

        _____________________________

  3. 3 Posted by Ian O on 16 Mar, 2016 10:46 AM

    Ian O's Avatar

    Hi Samuel,

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

    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, and unfortunately your bank does not support direct connect. If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    I hope this information is useful, let me know if you have any questions.

    Ian O
    Infinite Kind Support

  4. System closed this discussion on 15 Jun, 2016 10:50 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