Servus Credit Union/Royal Bank of Canada

Frank Paonessa's Avatar

Frank Paonessa

16 Jun, 2017 08:06 PM

I've purchased this software but the two banks that i deal with aren't available. The two financial institutes are Servus Credit Union (Alberta Canada) and Royal Bank. What do I do now. I've contacted both banks with nothing that they can do from the branch level.

Frank

  1. Support Staff 1 Posted by Ethan on 16 Jun, 2017 09:53 PM

    Ethan's Avatar

    Unfortunately, I can confirm that it doesn't appear that your banks 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, 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, 2017 09:53 PM.

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