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Pease add new Bank -- Bank Mutual Bank in Wisconsin

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Corbin Seeber

08 Jan, 2018 06:40 PM

Hello,

I am trying to confirm in Moneydance will support on line transactions from the Bank Mutual family of banks in Wisconsin.

Best regards,
Corky

1. Support Staff 1 Posted by Ethan on 08 Jan, 2018 08:09 PM

   

   Hello Corky,

   There are a few banks in Wisconsin that seem to have names similar to the one you asked about. Could you please provide the web address of your bank to make sure we check the correct one?

   Ethan
   Moneydance Support

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2. 2 Posted by Corbin Seeber on 08 Jan, 2018 09:58 PM

   

   Hi Ethan,

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3. 3 Posted by Corbin Seeber on 08 Jan, 2018 10:12 PM

   

   > On Jan 8, 2018, at 3:58 PM, Corbin Seeber <[email blocked]> wrote:
   >
   > Hi Ethan,
   >
   >
   >
   >> On Jan 8, 2018, at 2:09 PM, Ethan <[email blocked] <mailto:[email blocked]>> wrote:
   >>
   >> // Please reply above this line
   >>
   >> Missed that you wanted this info above the line — my bad.
   >>
   >> —— Sure — its: https://www.bankmutual.com/ <https://www.bankmutual.com/>
   >>
   >> They show an .OFX export option, but it seems to included non-transactional information — so I have been spending the day setting up the various accounts…..
   >>
   >> I’m interested to hear what you find out.
   >>
   >> Thanks for the response / reply.
   >>
   >> Best regards,
   >> Corky
   >>

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4. 4 Posted by Ian O on 09 Jan, 2018 11:42 AM

   

   Hi Corky,

   Moneydance supports automatic downloads via Direct Connect, and unfortunately Bank Mutual (https://www.bankmutual.com/) 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.

   I hope this information is helpful, please let me know if I can be of further assistance.

   Ian O
   Infinite Kind Support

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5. System closed this discussion on 10 Apr, 2018 11:50 AM.