tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/6961-first-directInfinite Kind: Discussion 2022-02-07T12:30:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T11:50:23Z2021-11-08T11:50:23ZFirst Direct<div><p>You will need to use Md+ subscription (and Plaid) which uses Open Banking.</p>
<p>I’m not sure if IK have released UK banking to md+ yet (I have access, but for testing).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T11:53:56Z2021-11-08T11:53:56ZFirst Direct<div><p>Ah I didn't realise there was a subscription option and that MD+ even existed! Not for me, but thanks for the info. That's put that one to bed pretty quickly! :-)</p></div>bentag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T12:05:38Z2021-11-08T12:05:38ZFirst Direct<div><p>OK, so the other option, which is what I do for FD...</p>
<p>When logged in to FD , click the download option and select OFX format (or MS Money) and then double-click the downloaded file to import into MD.. Works well!!</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T12:25:06Z2021-11-08T12:25:06ZFirst Direct<div><p>Thanks for that. Would work for my process? I manually log each transaction as it happens via the mobile app. Then monthly or so I manually check off each transaction against my PDF statement. It's a bit of a ball-ache so I'd love to be able to automate it if possible. Open to ideas!</p></div>bentag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T12:27:59Z2021-11-08T12:27:59ZFirst Direct<div><p>I also log txns manually and then do the FD download. It will offer merge suggestions (or auto merge). So you can see which are new or the same. Best thing to do is try it on a backup copy.</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/494772722021-11-08T12:29:29Z2021-11-08T12:29:29ZFirst Direct<div><p>Oh nice - I'll have a play on a backup copy! Thanks for the tip!</p></div>ben