Creating Transaction on the Bank OnLIne Banking Site Does Not Download as New Transaction to Moneydance

dm_corsa's Avatar

dm_corsa

Apr 24, 2020 @ 05:07 PM

I have switched over to MoneyDance fully from Quicken, finally after over 20 years of use.

I have a question concerning online banking that works differently from how Quicken works and took me by surprise a little.

I use Bank of America primarily for all my on line banking scheduling of payments etc. So when a payment is scheduled with Bank of America on their site, Quicken used to treat that as a future new transaction and would download the transaction to be entered in the register in Quicken. My setup for MoneyDance is not doing that. During a download of transactions it only recognizes those things that actually have hit the account, no future scheduled bills through the bill pay modules are recognized.

Is that normal? Did Quicken do something different with there OFX interface?

  1. System closed this discussion on Jul 24, 2020 @ 05:10 PM.

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