my bank is not listed

Donnie Rowell's Avatar

Donnie Rowell

26 May, 2016 01:13 PM

trust mark in mobile, Alabama
https://www.trustmark.com/

  1. Support Staff 1 Posted by Jenny on 26 May, 2016 02:32 PM

    Jenny's Avatar

    Hi Donnie,

    I've responded to your other thread, but I'll post my reply below so my response is sent to both your email addresses -

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of banks that support this feature here. Unfortunately it appears your bank do not support direct OFX connections. If they begin to support this feature in the future, we'll be happy to assist in setting up a connection.

    Without Direct Connect, 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, which makes the download process easier.

    I'll close this discussion, and you can let me know if you have any further questions in the original thread.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 26 May, 2016 02:32 PM.

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