New bank request

David Pollard's Avatar

David Pollard

16 Nov, 2019 07:53 AM

Please connect me to WESTPAC. This is an Australian bank. I am 100% sure they can handle this kind of request. I have used it with other programs like this one. If this cannot be arranged I will ask Apple for a refund.

  1. Support Staff 1 Posted by Maddy on 16 Nov, 2019 10:01 AM

    Maddy's Avatar

    Hi David,
    Thank you for contacting Moneydance support.

    Moneydance only supports automatic downloads using Direct Connect, and unfortunately WESTPAC don't support this connection method. If they begin to support Direct Connect at any point, we'd be happy to establish a connection with them.

    WESTPAC may use other connection methods that Moneydance does not support, called Web Connect and Express Web Connect.

    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.

    Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.

    We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
    The steps for manually importing your data are outlined in this article from the knowledge base.

    Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the 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. System closed this discussion on 15 Feb, 2020 10:10 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac