Setting up Bank not registered with Moneydance

Joy's Avatar

Joy

14 Dec, 2018 05:16 PM

Hello,

I actually have two questions. First, if my bank is not listed in the automatic download banks, is there a way to circumvent this? Second, is there a way to get my bank on the list?

Thank you

  1. Support Staff 1 Posted by Henry on 16 Dec, 2018 03:10 PM

    Henry's Avatar

    Hi Joy,

    Thank you for contacting us.
    Can you let me know which bank you're trying to connect to?

    I can check if it supports Direct Connect.
    Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Henry
    Infinite Kind Support

  2. System closed this discussion on 17 Mar, 2019 03:10 PM.

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