Bank account downloads

James A. Hastings's Avatar

James A. Hastings

15 Mar, 2017 04:21 PM

I want to be able to download my account transactions from First National Bank of Tennessee. Please help. Thanks

  1. Support Staff 1 Posted by Jenny on 16 Mar, 2017 02:05 PM

    Jenny's Avatar

    Hi James,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here. Unfortunately it appears your bank does not support Direct Connect access.

    Without Direct Connect, you are still able to easily import your data into the program. 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 find the steps for manually importing your data in this article.

    It's possible your bank may support other connection types, called Web Connect or Express Web Connect. Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article. By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 15 Jun, 2017 02:10 PM.

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