New bank

Bill Yaggy's Avatar

Bill Yaggy

16 Jun, 2016 06:09 PM

My bank is Citibank, N.A.. It does not appear on the list of supported banks, whichis somewhat surprising, as it is one of the largest banks in the USA. Can it be added?

Thanks.

  1. Support Staff 1 Posted by Ethan on 16 Jun, 2016 07:05 PM

    Ethan's Avatar

    Unfortunately, Citibank discontinued support for direct OFX connections late last year, which Moneydance requires in order to talk directly to a bank. We of course have no control over which services banks offer to their customers.

    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, OFX, OFC, or QIF 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,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 16 Jun, 2016 07:05 PM.

  3. byaggy46 re-opened this discussion on 16 Jun, 2016 07:07 PM

  4. 2 Posted by byaggy46 on 16 Jun, 2016 07:07 PM

    byaggy46's Avatar

    OK, thanks. I have been downloading successfully and can continue to do that.

    Bill

  5. Ethan closed this discussion on 16 Jun, 2016 07:28 PM.

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