John Flannery's Avatar

John Flannery

11 Dec, 2020 01:55 PM

Any shot at making investor360 ( available for brokerage account download?

  1. 1 Posted by Melissa on 11 Dec, 2020 02:40 PM

    Melissa's Avatar

    Hi John,

    Thanks for contacting Moneydance support team.

    Moneydance only supports automatic downloads using Direct Connect, and unfortunately, Investor360 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.

    Investor360 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.

    Hope this information helps. Please do let us know again if you have any other queries. Thank you.

    Melissa, Infinite Kind Support

  2. System closed this discussion on 12 Mar, 2021 02:40 PM.

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