import statements

asem's Avatar

asem

09 Jul, 2020 02:04 PM

Hi ,,,

   Can I import my statements using PDF file. Do you auto sync balance or transactions for outside US banks?

Thanks,

Asem

  1. 1 Posted by derekkent23 on 09 Jul, 2020 03:42 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Asem

    Moneydance does not support the import of transactions via PDF.

    You can download and import transactions file types QFX or OFX or OFC. If these formats aren't available download and import a QIF file (aka Quicken or MS Money file).

    See https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Or at a push CSV a file see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/i...

    Hope this helps.

  2. 2 Posted by dwg on 09 Jul, 2020 09:25 PM

    dwg's Avatar

    I'm a fellow user.

    Just to expand on Derek's comments, PDF files are not really suitable for pulling information from. In the case of bank statements each bank has their own format which are often subtly different from the next bank thus there is no consistency to be able to build routines that could extract data.

    Direct Connect is what Moneydance uses to automatically download transaction information from financial institutions, it is one of the few protocols that has been developed for the process, however it has largely only been made available by a subset of banks in the US.

    Outside of the US some banks support links with accounting packages for their business customers but for personal customers most only support the downloading of transaction files, in formats like QIF, OFX/QFX or CSV. Moneydance supports the importing of these files.

    Personally I doubt if Direct Connect will every expand outside of the U.S., it was developed by a U.S. consortium. The Open Banking initiative that is occurring in some countries looks interesting but do far it only seems to support aggregators if anything and not end user software.

    There has been elementary worked commenced to try and embed a system in Moneydance to be able to download data from the Bank's Internet Banking sites but this project appears to have stalled at this point in time.

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