bank connection

Leland Taylor's Avatar

Leland Taylor

26 Dec, 2018 04:39 PM

Hello! I am just starting to use Moneydance...one of my banks doesn't seem to be on your list. It is Passumpsicbank.com and is
located in St. Johnsbury, Vermont. I would appreciate knowing how to connect to it and the specific steps to process. Thanks
for any help.
L. Taylor

  1. 1 Posted by sth on 26 Dec, 2018 08:07 PM

    sth's Avatar

    Not all banks support a direct connection. You should see if the bank allows downloading transactions in "quicken" format or OFX. These can be directly imported into MD. Even the ability to download as a spreadsheet (CSV) file can be configured to be read by MD.
    -Scott (just a fellow user)

  2. System closed this discussion on 27 Mar, 2019 08:10 PM.

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