tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1273-my-financial-institutionInfinite Kind: Discussion 2018-10-18T14:04:04Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382708492015-10-22T17:09:05Z2015-10-22T17:09:07ZMy financial institution<div><p>I am using a Mac platform too.</p></div>Holly Olsontag:infinitekind.tenderapp.com,2009-01-14:Comment/382708492015-10-22T19:07:10Z2015-10-22T19:07:10ZMy financial institution<div><p>Hi Holly,</p>
<p>If I may make a suggestion, download the free trial version of
Moneydance to see if it suits your needs.<br>
<a href="http://infinitekind.com/download-moneydance-personal-finance-software">
http://infinitekind.com/download-moneydance-personal-finance-software</a></p>
<p>The free trial version is fully functional with a 100 txn limit
on manually entered txns.</p>
<p>Most banks outside of the US do not support OFX direct-connect
which is how Moneydance connects.</p>
<p>However, Moneydance can manually import OFX, QFX, QIF and
through the use of an extension, formatted CSV files.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/382708492015-10-22T23:07:17Z2015-10-22T23:07:17ZMy financial institution<div><p>I did download the free trial but cannot figure out how to try
out the<br>
functionality of the bank download because my bank is not listed on
your<br>
list and I can't go any further on the set up online banking unless
a<br>
choose a bank, and my bank is not listed.? My bank says they will
send<br>
OFX files but I can't get the trial program set up to try it out.
Is there<br>
a way around this so I can try it?</p></div>Holly Olsontag:infinitekind.tenderapp.com,2009-01-14:Comment/382708492015-10-22T23:20:09Z2015-10-22T23:20:09ZMy financial institution<div><p>Hi Holly,</p>
<p>If you can manually download OFX files from your bank's website
then you can import those into Moneydance fairly easily.</p>
<p>From the Moneydance menu bar go to File > Import.<br>
A file browser will open allowing you to navigate to the downloaded
OFX file.<br>
You may be prompted to select which account that you want the data
to be imported into and that's pretty much it.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.