Champlain National Bank

James Bernard's Avatar

James Bernard

13 Apr, 2016 08:39 PM

I have been using Quicken, and would like to switch to Moneydance, but only if it connects as well as Quicken to my financial institutions and credit cards. I think the only one that might be missing is Champlain National Bank, which I can link directly with Quicken. I don't have to download a file and import into Quicken, it does it directly. But this bank is not on your list. Please advise.

  1. 1 Posted by David Hanley on 13 Apr, 2016 08:54 PM

    David Hanley's Avatar

    Hi James,

    Unfortunately, it doesn't appear that Champlain National 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.

    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. 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. From a user's perspective, these two connections look basically identical. Moneydance only supports automatic connections through direct connect and not web connect. Champlain National Bank is using web connect with Quicken.

    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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