tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/14696-downloading-transactionsInfinite Kind: Discussion 2020-02-06T11:20:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478135192019-11-06T18:44:47Z2019-11-06T18:44:47ZDownloading transactions<div><p>Hi Lorna,<br>
Thank you for contacting Moneydance support.</p>
<p>Moneydance only supports automatic downloads using Direct Connect, and unfortunately Natwest don't support this connection method. If they begin to support Direct Connect at any point, we'd be happy to establish a connection with them.</p>
<p>Natwest may use other connection methods that Moneydance does not support, called Web Connect and Express Web Connect.</p>
<p>By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.</p>
<p>You can read more about why we only support this connection type in our <a href="https://infinitekind.com/blog/online-banking-privacy-security">blog</a> and also in <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/express-web-connect">this article</a>.</p>
<p>Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.</p>
<p>We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.<br>
The steps for manually importing your data are outlined in <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/manual-downloads">this article</a> from the knowledge base.</p>
<p>Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the banks site and help to automate the manual import process.</p>
<p>Finally, I recommend upgrading to the latest free preview version. Moneydance 2019.4 (1892) is available to download from <a href="https://infinitekind.com/preview">this page</a></p>
<p>For a full list of improvements in the preview version, please refer to <a href="https://infinitekind.com/previewdl/current/changelog.txt">this page</a>.</p>
<p>Build 1890:<br>
- updates to OFX connection handler to have more flexible connection parameters, specifically with respect to app ID and version elements as well as custom http headers; - when importing downloaded accounts or transactions, the account matching window now has the option to "remember".</p>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478135192019-11-07T09:53:10Z2019-11-07T09:53:10ZDownloading transactions<div><p>Thank you for such a prompt and helpful reply. I imported all my financial information into Moneydance originally from Microsoft Money so the ability to connect to Natwest was probably inherited from there, but only for existing accounts. I will try the method you suggest of downloading the files then importing into Moneydance, something I had to do occasionally when using MM when it was having a grumpy day!</p>
<p>Thank you again.</p>
<p>Lorna</p></div>lorna.doddtag:infinitekind.tenderapp.com,2009-01-14:Comment/478135192019-11-07T11:12:46Z2019-11-07T11:12:46ZDownloading transactions<div><p>You are welcome, Lorna ! I'm very pleased to hear that.<br>
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy