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downloading transactions from Schwab account

Tim's Avatar

Tim

Jun 07, 2012 @ 03:30 PM

Is there a way to download my Schwab transactions directly into moneydance. When I look as downloading a file from Schwab to import it seems to only give me the option of csv file extension.

  1. 1 Posted by -Kevin N. on Jun 07, 2012 @ 04:37 PM

    -Kevin N.'s Avatar

    Hi Tim,

    Charles Schwab & Co., INC, Charles Schwab Bank, N.A. as well as Schwab - The 401k Company are all listed as financial institutions that Moneydance supports for direct-connect OFX connections.
    http://moneydance.com/fi

    Have you tried the Online Banking setup routine in Moneydance?

    You may or may not need to contact Schwab to obtain seperate credentials (username & password) to access their OFX server.

    HTH -Kevin N.

  2. System closed this discussion on Mar 31, 2015 @ 03:48 PM.

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