Canadian Institutions
How robust is you ability to connect to Canadian financial institutions?
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Support Staff 1 Posted by Ethan on 10 Mar, 2024 02:57 AM
Hello,
Most Canadian institutions don't support direct OFX connections, which Moneydance requires in order to talk directly to a bank.
One 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.
The other major way would be to try the optional add on Moneydance+ syncing service, which may support banks you are interested in: https://infinitekind.tenderapp.com/kb/moneydance
I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.
In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb
Ethan
Infinite Kind Support
System closed this discussion on 09 Jun, 2024 03:00 AM.