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Ed's Avatar

Ed

18 Dec, 2019 06:13 AM

How do I download my current bank balances and statements?

  1. 1 Posted by dwg on 18 Dec, 2019 06:20 AM

    dwg's Avatar

    I'm a fellow user.

    I would suggest you start by looking at the knowledge base articles on the topic:

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

  2. 2 Posted by Andrew on 18 Dec, 2019 12:40 PM

    Andrew's Avatar

    Hi Ed,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers.

    To add to this useful information I thought it's worth mentioning that Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for ATM or online banking. You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site.
    You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Hopefully this information is useful. Let us know if we can be of further assistance.

    --
    Andrew, Infinite Kind Support

  3. System closed this discussion on 18 Mar, 2020 12:50 PM.

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