bank list

Jon's Avatar


13 Nov, 2015 02:46 AM

None of my bank institutions are listed

  1. 1 Posted by Jon on 13 Nov, 2015 02:57 AM

    Jon's Avatar

    specifically bank of america

  2. 2 Posted by David Hanley on 13 Nov, 2015 04:37 AM

    David Hanley's Avatar

    Hi Jon,

    Unfortunately, Bank of America is discontinuing support for direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.  Bank of America also charged $9.95/month for each account that you chose to enable direct connect access to. The best 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, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Can you give me the name(s) of the other financial institution(s) you're trying to connect to?

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    David Hanley
    Infinite Kind Support

  3. System closed this discussion on 19 Mar, 2016 05:02 AM.

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