tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/628-support-for-canadian-banks-financial-institutions-and-investmentsInfinite Kind: Discussion 2016-01-14T15:45:52Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/387911202015-12-28T21:46:28Z2015-12-28T21:46:30ZSupport for Canadian Banks, Financial Institutions and Investments<div><p>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?</p>
<p>Mike</p></div>Mike Ttag:infinitekind.tenderapp.com,2009-01-14:Comment/387911202015-12-29T09:52:59Z2015-12-29T09:52:59ZSupport for Canadian Banks, Financial Institutions and Investments<div><p>Hi Mike,</p>
<p>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.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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.</p>
<p>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.</p>
<p>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.</p>
<p>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.</p>
<p>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:<br>
<a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny