Thrift Savings Plan Online Connectivity

Brent J's Avatar

Brent J

27 Jan, 2017 11:02 AM

Please explore establishing online connectivity with Thrift Savings Plan in order to enable automatic account downloads and share price updates.

  1. 1 Posted by Ian L on 31 Jan, 2017 01:11 PM

    Ian L's Avatar

    Unfortunately, it appears that your bank doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a bank. 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.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian L
    Infinite Kind Support

  2. Ian L closed this discussion on 31 Jan, 2017 01:11 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac