How do I download more banking data

Kimberly Roberts's Avatar

Kimberly Roberts

19 Jan, 2025 07:01 PM

Hello, I recently downloaded banking data to Moneydance for the first time. I was able to pull in about 3 months worth of banking data. I am trying to get more data downloaded. So far I have been unsuccessful with this. How do I download more banking data so I do not have to manually input all of the data. Thank you.

  1. 1 Posted by dtd on 19 Jan, 2025 08:04 PM

    dtd's Avatar

    If you are talking older data versus newest data, then that depends on the bank(s). Most banks download 1-3 months, a few do more than that.

    Once you get that downloaded, you can't get anything older than that from the automatic download. You can go to the website and see if there is any older data you can manually download, but that's about it.

    What you can do is determine what the account balance was at the time of the oldest download [you can calculate it as 'current balance' - 'your moneydance balance' and put that value into the initial balance area, then you'd have a proper current balance and could just move on from there...

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac