Does Moneydance support UK banks for online banking?

Des Powley's Avatar

Des Powley

28 Nov, 2015 01:46 PM

Does Moneydance support UK banks for online banking?

  1. 1 Posted by dwg on 28 Nov, 2015 08:24 PM

    dwg's Avatar

    In general it is mostly only some U.S. financial institutions that offer direct connect services using the OFX protocol.

    This is the protocol that Moneydance (and other financial software) requires in order to talk directly to a bank and to facilitate application based banking, this is an open source protocol.

    Without this support, the facility that most banks provide to get your transactions into applications like Moneydance, is to use a web browser to download transaction files from the bank's web site. You can download 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 webpage directly from Moneydance (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Des

  2. Support Staff 2 Posted by Ben Spencer on 28 Nov, 2015 08:32 PM

    Ben Spencer's Avatar

    Hi

    Des is correct. In order for Moneydance to directly connect to the bank server the bank needs to support the Direct OFX connection protocol. As far as I know none of the UK banks support this protocol.

    Ben Spencer
    Infinite Kind Support

  3. System closed this discussion on 19 Mar, 2016 05:03 AM.

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