Connection Credentials

Kostadin Djordjev's Avatar

Kostadin Djordjev

11 Apr, 2020 04:41 PM

Where do you store all connection credentials for online banking? Are these store locally, or you use cloud based financial aggregation service ? (such as Yodlee?)


  1. 1 Posted by -Kevin N. on 11 Apr, 2020 04:59 PM

    -Kevin N.'s Avatar

    Hi K,

    Take a look at this Moneydance blog post.

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Ethan on 11 Apr, 2020 05:03 PM

    Ethan's Avatar


    All Moneydance information is stored locally. No financial or login information is transmitted to us. Moneydance will only remember your login information if you also set a master password for your data file (at File -> Passwords). Note that we haven't built any 'backdoors' into our encryption, so we will be unable to help you retrieve your data if you forget this password.

    Moneydance only connects directly with your bank's servers. We do not support aggregation services, due to the security risks they pose.

    Please let me know if I can be of further assistance,

    Infinite Kind Support

  3. System closed this discussion on 11 Jul, 2020 05:10 PM.

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