Setup UK bank auto download transections

Bhasker Patel's Avatar

Bhasker Patel

06 Jan, 2019 05:39 PM

How can I set up transaction download from UK banks?. Also, I am a Mac user and latest update is not available on Apple app store.

  1. Support Staff 1 Posted by Ethan on 06 Jan, 2019 07:10 PM

    Ethan's Avatar

    Hello,

    Unfortunately, we have found very few banks outside the United States that support direct OFX connections, which Moneydance requires in order to talk directly to a bank. You can find the complete list of banks we support at http://infinitekind.com/fi

    If your bank isn't supported, 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, OFX, OFC, or QIF 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    By the latest update, do you mean Moneydance 2019? If so, that will eventually filter to the Mac App Store when it is officially released and completes Apple's review process.

    Ethan
    Moneydance Support

  2. System closed this discussion on 07 Apr, 2019 07:20 PM.

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