adding bank

Cynthia Gibbs's Avatar

Cynthia Gibbs

02 May, 2016 05:09 AM

Please add 1st Bank & Trust (Oklahoma) and Red River Credit Union (Texas)

  1. 1 Posted by Ian O on 02 May, 2016 10:00 AM

    Ian O's Avatar

    Hi Cynthia,

    It is unfortunate your banks do not support Direct OFX Connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. If your banks ever decide to support Direct Connect at any point in the future we will happily assist in setting up a connection.

    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.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:34 AM.

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