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1. 1 Angie Rauscher on 29 Jul, 2011 04:29 PM

   Charlie,

   Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance (and other financial software) 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, QIF, OFX or OFC files (aka 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.

   Quicken supports two methods of accessing your accounts: direct connect and web connect. With web connect, they basically connect to your bank's website and download and import OFX, QFX, QIF, and OFC files. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. From a user's perspective these two processes look basically identical. Moneydance only supports automatic connections through direct connect and not web connect. You can still download OFX, QFX, QIF, and OFC files files from your bank and import them, but there's currently no way to do this automatically from within Moneydance. We are working on implementing a web connection service, but we don't yet have a time-line for completion.

   Please let me know if I can be of further assistance,

   Angie Rauscher
   Moneydance Support

2. System closed this discussion on 31 Mar, 2015 03:36 PM.