How do you sync online with a bank account

Michael Cameron's Avatar

Michael Cameron

11 Nov, 2018 01:51 PM

Does this software offer the ability to log on online to my bank and download transactions for reconciliation?

  1. 1 Posted by -Kevin N. on 11 Nov, 2018 06:20 PM

    -Kevin N.'s Avatar

    Hi Michael,

    Moneydance uses direct-connect to download transaction data from those financial institutions that provide such service. Those institutions are listed here:

    Moneydance can also manually import OFX, OFC, QFX and QIF file formats into most account types. Formatted CSV and TXT file formats can be manually imported into Bank and Credit Card accounts.

    If I may make a suggestion, download the free, trial-version of Moneydance to see if it suits your needs.

    You can d/l the trial-version here:

    -Kevin N. (not a member of MD support)

  2. System closed this discussion on 10 Feb, 2019 06:30 PM.

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