Importing Existing Investments into Money Dance

Dean Bunch's Avatar

Dean Bunch

09 Dec, 2015 02:21 PM

I bought the program yesterday. My bank account loaded fine, but I cannot get the investments to load. Can you send me detailed directions on that? All in Schwab. Am I going to have to manually input each investment?

  1. 1 Posted by Scott Meehan on 09 Dec, 2015 04:08 PM

    Scott Meehan's Avatar

    Hi Dean,

    Are you able to connect to your account(s) with Schwab? Have you already enabled "Direct Connect" access to your account(s)? Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Once you've got "Direct Connect" access enabled, you can setup your account with these instructions:

    Scott Meehan
    Infinite Kind Support

  2. 2 Posted by Dean Gmail on 09 Dec, 2015 07:18 PM

    Dean Gmail's Avatar

    Thanks Scott. I will get back to you after I have tried your suggestion.



  3. System closed this discussion on 19 Mar, 2016 05:02 AM.

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