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Lee

31 Jan, 2019 03:03 PM

HOW CAN I PUT IN DATES FOR DOWNLOADING TRANSACTIONS?

  1. Support Staff 1 Posted by Ethan on 31 Jan, 2019 07:22 PM

    Ethan's Avatar

    Hello,

    Can you please explain your question in more detail? Are you using direct connections to download from your bank (the options in the Online menu from the Moneydance menu bar)? If so, there is no way to specify a date range. Moneydance will ask the bank for your transactions, and it will receive whatever the bank is set up to send on their end. There is often more flexibility in setting date ranges for downloading manually from your bank's website into a QFX, OFX, or QIF format.

    If that's not what you are asking, please clarify your question a bit.

    Ethan
    Moneydance Support

  2. System closed this discussion on 02 May, 2019 07:30 PM.

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