Support for Canadian Banks, Financial Institutions and Investments
Hi there, am looking for a solution that will support my Canada needs for Mac or available through an online portal. Does your solution support Canada and it's financial institutions - RRSP vs 401k, etc?
Mike
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Support Staff 1 Posted by Jenny on 29 Dec, 2015 09:52 AM
Hi Mike,
Unfortunately, most Canadian banks don't support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
If your bank is on the list, then they support direct OFX connections. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
If your bank is not listed, then the best way to get your files into Moneydance is to use a web browser to download them from your bank's 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.
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, which makes the download process easier.
If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test importing your data.
If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:
http://infinitekind.com/downloads
I hope this information is helpful, please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
Jenny closed this discussion on 14 Jan, 2016 03:45 PM.