tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/4097-bmo-harris-bankInfinite Kind: Discussion 2018-01-20T19:43:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/440646912017-11-17T14:51:20Z2017-11-17T14:51:20ZBMO Harris Bank<div><p>Hi William,</p>
<p>Unfortunately, the situation is unchanged. Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/440646912017-11-17T15:18:07Z2017-11-17T15:18:07ZBMO Harris Bank<div><p>Thanks Ian,</p>
<p>I have been using the automatic update for investment accounts with limited success. Does this sound like a good approach? I could delete the accounts and re-enter them as investments in a family - i.e. Fidelity, Vanguard, Franklin Templeton and then on 12/31/17 enter the year end balance. Can I then limit the automatic updates to 1/1/2018, based on their initial balance being 12/31/2017 or will it go behind that date? If it does go behind that date and I delete the transactions, will they come back each time?</p>
<p>My overall impression of Moneydance is that it will work as a substitute for Quicken, and although the manual is complete and accurate, it's the advise I really need.</p>
<p>Thanks again.</p>
<p>Bill Gould<br>
294 Sunset Dr<br>
Northfield, IL 60093<br>
847-564-7885 cell</p>
<hr></div>Bill Gould