EverBank Support

jsmit24's Avatar

jsmit24

30 Sep, 2009 06:18 AM

Will there/is there support for everbank.com???

Thanks

  1. 1 Posted by Brian Adler on 30 Sep, 2009 01:43 PM

    Brian Adler's Avatar

    Jeff,

    Unfortunately Everbank doesn't support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. The best way to get your transactions into Moneydance is to use a web browser to download from their web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.
    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Sincerely,

    Brian Adler

    Moneydance Support

  2. 2 Posted by jsmit24 on 14 Dec, 2009 03:15 AM

    jsmit24's Avatar

    Thanks, Brian...

    Now please educate me if needed (it wouldn't be a first!), but I am converting from Quicken, and I had transaction download there. Each time I did an "update all," I had a box pop up and ask me 2 of my Everbank security questions, and then the transactions downloaded.

    Is this something that's possible in a future version of MoneyDance?

    Thanks!
    Jeff

  3. 3 Posted by Angie Rauscher on 14 Dec, 2009 08:34 PM

    Angie Rauscher's Avatar

    Jeff,

    Moneydance uses an integrated web connect model which we may implement in the future. Basically, they download and import your files in one step. We are considering this feature for future versions of Moneydance.

    Our wiki is integrated with our feature request and bug reporting system. Please feel free to register and use these systems to help improve Moneydance by bringing bugs to our attention and requesting new features. We now also have voting on all existing tickets, which helps us determine which requests have the most demand.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Angie Rauscher
    Moneydance Support

  4. Raimund Buchholz closed this discussion on 13 Apr, 2010 11:15 AM.

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