New Bank Request

Brent's Avatar

Brent

27 Jul, 2016 02:07 AM

Can you link to CIBC (Canadian Imperial Bank of Commerce)?

  1. Support Staff 1 Posted by Ethan on 27 Jul, 2016 02:21 AM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance requires in order to talk directly to a bank. We unfortunately have found very few banks outside of the United States that offer this service 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 27 Jul, 2016 02:21 AM.

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