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John Stringer's Avatar

John Stringer

16 Oct, 2019 09:24 AM

Dear Moneydance.

I'm afraid I no longer have time to keep uploading my bank statements. Do you have any plans to start working with open banking in the UK or do I need to move to Money Dashboard?

I use the following financial institutions: Santander, American Express, Smile, Starling, Barclaycard,

I would really love to stay with Moneydance.



  1. Support Staff 1 Posted by Maddy on 16 Oct, 2019 09:34 AM

    Maddy's Avatar

    Hi John,
    Thank you for contacting Moneydance support.

    Currently, Moneydance only supports automatic downloads using Direct Connect. I am also based in the UK and unfortunately I am not aware of any UK or European banks that support this connection method.

    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    You can read more about why we only support this connection type in our blog and also in this article.

    Some banks in the UK have recently begun using a service called 'Open Banking', and we are actively looking into adding connectivity to Moneydance. Unfortunately it is not reachable by Moneydance right now because it require a third party service to connect to the bank. We're going to wait until Open Banking allows connections directly from the software running on our customer's devices.

    We fiercely believe that your financial information should be secure and only accessible to yourself, your financial institution, and anyone with whom you explicitly choose to share it.

    Without Direct Connect, you are still able to easily import your data into the program. For now, the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.
    We'd recommend you use the OFX or QFX file format if either of these are available. If not, use the QIF file format. You can find the steps for manually importing your data in this article.

    Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from your banks website much easier. We're also working on another feature (coming soon) that will remember how you download from your banks site and help to automate the manual import process.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  2. 2 Posted by Simon on 08 Nov, 2019 01:41 PM

    Simon's Avatar

    I was looking at the forum and came across this post where I read:
    "Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from your banks website much easier" How do I find/use the embedded browser? I am using v.2019.4 (1892)

    Thanks, Simon

  3. 3 Posted by Simon on 08 Nov, 2019 02:01 PM

    Simon's Avatar

    Ok, I worked it out. However, when I download from the bank I get the attached error

  4. Support Staff 4 Posted by Maddy on 08 Nov, 2019 02:24 PM

    Maddy's Avatar

    Hi Simon,
    The embedded browser within Moneydance is currently a beta feature, so we're still working to get this feature compatible with all bank websites.

    Can you try downloading you OFX file directly from your bank website? I recommend saving it before importing it into Moneydance.

    Please let us know if you require further assistance.

    Maddy, Infinite Kind Support

  5. System closed this discussion on 07 Feb, 2020 02:30 PM.

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