My financial institution

Holly Olson's Avatar

Holly Olson

22 Oct, 2015 05:05 PM

I am a Canadian user and I want to know before purchase if this program will allow me to download from my Canadian bank (BMO). The program is not listed on my institution's list (only quicken, and simply accounting) but I have the option to download in CSV spreadsheet format. Will this work?

  1. 1 Posted by Holly Olson on 22 Oct, 2015 05:09 PM

    Holly Olson's Avatar

    I am using a Mac platform too.

  2. 2 Posted by -Kevin N. on 22 Oct, 2015 07:07 PM

    -Kevin N.'s Avatar

    Hi Holly,

    If I may make a suggestion, download the free trial version of Moneydance to see if it suits your needs.

    The free trial version is fully functional with a 100 txn limit on manually entered txns.

    Most banks outside of the US do not support OFX direct-connect which is how Moneydance connects.

    However, Moneydance can manually import OFX, QFX, QIF and through the use of an extension, formatted CSV files.

    HTH -Kevin N.

  3. 3 Posted by Holly Olson on 22 Oct, 2015 11:07 PM

    Holly Olson's Avatar

    I did download the free trial but cannot figure out how to try out the
    functionality of the bank download because my bank is not listed on your
    list and I can't go any further on the set up online banking unless a
    choose a bank, and my bank is not listed.? My bank says they will send
    OFX files but I can't get the trial program set up to try it out. Is there
    a way around this so I can try it?

  4. 4 Posted by -Kevin N. on 22 Oct, 2015 11:20 PM

    -Kevin N.'s Avatar

    Hi Holly,

    If you can manually download OFX files from your bank's website then you can import those into Moneydance fairly easily.

    From the Moneydance menu bar go to File > Import.
    A file browser will open allowing you to navigate to the downloaded OFX file.
    You may be prompted to select which account that you want the data to be imported into and that's pretty much it.

    HTH -Kevin N.

  5. Jerome closed this discussion on 23 Oct, 2015 01:27 AM.

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