my bank is not listed

Kevin O'Brien's Avatar

Kevin O'Brien

20 Sep, 2016 07:04 PM

Please add tri counties bank to your list of banks supporting direct downloading.

Thank you,

Kevin

  1. 1 Posted by Ian O on 21 Sep, 2016 06:03 AM

    Ian O's Avatar

    Hi Kevin,

    Moneydance supports automatic connections via Direct Connect and you can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

    Without Direct Connect, 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 21 Dec, 2016 06:10 AM.

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