Bath Savings Institution download

Teri McRae's Avatar

Teri McRae

03 Jan, 2018 08:21 PM

Hello

Looking to switch from Quicken to MoneyDance. Can you set it up so I can download from Bath Savings Institution? I have a direct contact with the IT person there (local bank - I have many accounts) and can share that. I think they will be pretty responsive to what you need.
How long will it take to find out if it can be done and how long to get it done?
Thanks,
Teri E. McRae
207-797-2371
[email blocked]
www.mcraeassociates.com

  1. 1 Posted by Ian O on 04 Jan, 2018 08:08 AM

    Ian O's Avatar

    Hi Teri,

    Moneydance supports automatic downloads via Direct Connect, and unfortunately Bath Savings Institution do not support this connection method.

    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.

    If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your banks website, and importing data from other personal finance software.

    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

    Ian O
    Infinite Kind Support

  2. 2 Posted by dwg on 04 Jan, 2018 08:25 AM

    dwg's Avatar

    Teri,

    If your financial institution is interest in setting up Direct Connect (and most financial software programs supports this) then the information on it can be found at:

    http://ofx.net/

  3. System closed this discussion on 05 Apr, 2018 08:30 AM.

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