Schwab Bank.
The Schwab Bank does not have QFX download (only for brokerage accounts). Can MD import other file formats besides Quicken? If not will MD+ be able to create an online interface/download from the Schwab Bank? After all MD+ requires a subscription. Just paid for the software without checking with Schwab.
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1 Posted by dwg on 08 May, 2024 10:06 PM
I'm a fellow Moneydance user.
After OFX/QFX (OFX and QFX) are fundamentally the same) the next preferred format is QIF which Moneydance will import. Well structured CSV files can also be imported into non-investment accounts, they do not have the structure to facilitate general importing into Investment accounts.
Moneydance does support the the major formats for imports and these are the generally used formats.
2 Posted by sth on 11 May, 2024 06:37 PM
And yes, Plaid allows direct import of Schwab Bank transactions. Just connect to Scwab bank with Plaid (MD+) and link the account.
Schwab bank does NOT allow download of OFX files since "it is a security risk"
Schwab bank DOES allow download of XML, JSON and CSV files of transactions, I suppose because those are not a "security risk"??? Go figure. The CSV can be imported into your bank account.
(NOT IK Support)
3 Posted by dtd on 11 May, 2024 09:46 PM
You can get a trial subscription to MD+ and test it out before you do a paid subscription, but yes, I do use MD+ for both Schwab Bank and my Schwab Investment accounts.
As mentioned above CSV can be imported into bank accounts, but are basically not importable into investment accounts (which most of mine with Schwab are)
System closed this discussion on 10 Aug, 2024 09:50 PM.