New Bank

Bev Kidley's Avatar

Bev Kidley

04 Feb, 2021 09:32 PM

First Direct part of HSBC in UK

  1. 1 Posted by Melissa on 04 Feb, 2021 11:09 PM

    Melissa's Avatar


    Thanks for contacting Moneydance support team.

    Currently, Moneydance only supports automatic downloads using Direct Connect. Unfortunately, UK/European banks do not support this connection method, at the moment.

    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/Europe 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 requires 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.

    You can download the trial version of Moneydance from our website on this page.

    The trial version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
    If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.

    Hope this information helps. Please do not hesitate to let us know again if you need further assistance or have any other queries. Thank you.

    Melissa, Infinite Kind Support

  2. System closed this discussion on 06 May, 2021 11:10 PM.

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