Daily Access Corporation

Rick Krucher's Avatar

Rick Krucher

03 Sep, 2016 07:01 PM

MD does not seem to have access to this investment house.

https://www.dailyaccess.com/login-participant

  1. Support Staff 1 Posted by Ethan on 03 Sep, 2016 08:08 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance 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 them from your bank's web site. You can download into QFX, OFX, OFC, or QIF files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    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,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 03 Sep, 2016 08:08 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac