Please add Optum Bank

Nicole Maddox's Avatar

Nicole Maddox

13 Apr, 2016 04:34 PM

Hi! I'd like to be able to track my HSA account in Moneydance. Will you please add Optum Bank? I believe these accounts are administered by Tango Health, but my Mastercard says Optum Bank on it.

Thanks!

  1. 1 Posted by David Hanley on 13 Apr, 2016 04:48 PM

    David Hanley's Avatar

    Hi Nicole,

    Unfortunately, it doesn't appear that Optum 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. System closed this discussion on 30 Jul, 2016 03:51 AM.

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