Add Bank Accounts

Elton Gogolin's Avatar

Elton Gogolin

28 Oct, 2017 03:35 PM

Please add the following banks:

Credit Union of Georgia
Renasant Bank
Bank of the Ozarks

  1. Support Staff 1 Posted by Jenny on 29 Oct, 2017 03:01 PM

    Jenny's Avatar

    Hi Elton,

    Moneydance supports automatic downloads via Direct Connect, and unfortunately none of the banks you have mentioned currently support this connection method.
    If any of your banks begin to support Direct Connect in future, we'd be happy to assist in setting up a connection with them.

    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, OFC or QIF 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.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Infinite Kind Support

  2. System closed this discussion on 28 Jan, 2018 03:10 PM.

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