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Florian

02 Oct, 2015 01:06 AM

How can I set up my international accounts to automatically import all the account information and to update?

1. 1 Posted by Jerome on 02 Oct, 2015 08:28 PM

   

   Hi John,

   Unfortunately, most banks outside the US do not support 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, QIF, OFX or OFC 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.

   We are looking into using SaltEdge to provide support for more banks in Moneydance. I don't have a timeline for when that feature will be released yet, but I've added you to the list to notify once it's available.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Jerome
   Infinite Kind Support

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2. Jerome closed this discussion on 02 Oct, 2015 08:28 PM.

3. Florian Pistulka re-opened this discussion on 02 Oct, 2015 10:01 PM

4. 2 Posted by Florian Pistulk... on 02 Oct, 2015 10:01 PM

   

   Great, thanks for your support and information.

   On 2.Oct.2015, at 15:28, Jerome <[email blocked]> wrote:

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5. System closed this discussion on 19 Mar, 2016 04:57 AM.