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money dance

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jack

12 Jan, 2016 05:45 PM

Is this program able to download investments and monthly statements from investments firms to a private computer?

1. 1 Posted by -Kevin N. on 12 Jan, 2016 06:36 PM

   

   Hi Jack,

   Here is a link to the Financial Institutions that support OFX direct-connect with Moneydance.
   http://infinitekind.com/fi
   Be sure to read the paragraph at the top of the page.

   HTH -Kevin N.

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2. Support Staff 2 Posted by Jenny on 13 Jan, 2016 09:56 AM

   

   Hi Jack,

   Following the link Kevin has provided, will take you a page where you can check if your financial institution is supported.

   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 unfortunately they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

   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.

   I hope this information is helpful, please let us know if we can be of further assistance.

   Jenny
   Infinite Kind Support

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3. 3 Posted by john a horgan on 30 Jan, 2016 01:22 AM

   

   Help: My use of Money Dance is with investments. I have reviewed the lists of banks and the ones that I use are on the list. For example, Morgan Stanley Wealth Management and I would like to download the weekly statements from Morgan to Money Dance indicating all trades, lists of investments held in the account, gains and losses,and total account value. There would be other investment firms. I would like Money Dance to total all investment accounts to reveal total investment value and compare one week to the next.

   Would you indicate the procedure or where I can find the procedure that I should follow in Money Dance to accomplish this?

   Thanks,

   Jack Horgan
   [email blocked]

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4. Support Staff 4 Posted by Ethan on 30 Jan, 2016 02:26 PM

   

   Hello Jack,

   To set up direct connections to a supported bank, you can follow the instructions at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

   In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides

   Ethan
   Moneydance Support

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5. System closed this discussion on 30 Apr, 2016 02:30 PM.