online banking
Hi - does MoneyDance work with UK online banking? e.g. Barclays, Santander and HSBC?
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1 Posted by David Hanley on 20 Nov, 2015 12:56 PM
Hi,
Unfortunately, it doesn't appear that any of the financial institutions you listed support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. Sadly there has not been much adoption of the OFX direct connect protocol among UK banks. 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.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
David Hanley
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 05:01 AM.