Manual Downloads

Michelle Harris's Avatar

Michelle Harris

08 Mar, 2020 06:05 AM

Hello,

I am a new user of Money Dance, and I am having trouble downloading my bank transactions from Wescom Credit Union. It seems as if I need to do "Manual Downloads," but I cannot figure out where to do this. Any help is appreciated. Thank you.
Michelle Harris

  1. 1 Posted by dwg on 08 Mar, 2020 06:21 AM

    dwg's Avatar

    I'm a fellow user.

    Manual downloads means you use your system browser, whether it be Microsoft Edge, Safari, Chrome, Firefox etc and log on to your Bank's Internet Banking website, take whatever action is necessary to generate a download file that contains your transactions, then once you have downloaded the file import it into Moneydance.

  2. 2 Posted by derekkent23 on 08 Mar, 2020 08:19 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Michelle

    To add, have a read of this article https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps.

  3. System closed this discussion on 07 Jun, 2020 08:20 AM.

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