Banks

Dave's Avatar

Dave

10 Apr, 2016 05:29 PM

To change from Quicken to Moneydance need the following banks:
Citizens Bank, PA www.citizensbank.com
Ally Bank www.ally.com
Everbank www.everbank.com
CIT Bank https://www.bankoncit.com
Mysavingsdirect www.msavingsdirect.com

  1. 1 Posted by Ian L on 11 Apr, 2016 12:28 PM

    Ian L's Avatar

    Hi Dave,

    As I mentioned in my other email to you, we've just added support for Citizens Bank. Unfortunately, the rest of your banks do not support 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.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian L
    Infinite Kind Support

  2. Ian L closed this discussion on 11 Apr, 2016 12:28 PM.

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