Sych to Firest Direct UK

Mike Mullett's Avatar

Mike Mullett

28 Dec, 2019 02:13 PM

How do I download transactions from the First Direct in the UK. It has the Open Banking standard. OTherwise what type of file would I import?

  1. 1 Posted by derekkent23 on 28 Dec, 2019 04:30 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mike

    Moneydance does not support the Open Banking.

    Posted by Sean the Moneydance software developer.

    “As for OpenBanking in the UK, it is unfortunately not reachable by Moneydance right now because it requires a third party service to actually be the one that connects to the bank. Because we don't want any customer data (especially financial data!) flowing through our servers, we're going to wait until Open Banking allows connections directly from software running on the customer's devices.”

    However, like me another UK user, you can import transition files from your banks web site preferably QFX or OFX files. Other file types are supported see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    Hope this helps.

  2. System closed this discussion on 28 Mar, 2020 04:30 PM.

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