tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1599-new-user-setting-up-and-downloading-accounts-no-accounts-to-downloadInfinite Kind: Discussion 2016-03-19T05:10:08Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/385758552015-11-29T23:20:39Z2015-11-29T23:20:39ZNew User - Setting up and Downloading Accounts - NO Accounts to Download<div><p>Hi Erica,</p>
<p>Unfortunately, it doesn't appear that Intrust Bank supports
direct OFX connections, which Moneydance (and other financial
software) requires in order to talk directly to a bank. 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.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
Direct connect actually connects to a server at your bank instead
of their website and usually requires different login credentials
than you would use to log into your banks website. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Your bank is using web connect with
Mint.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/385758552015-11-30T02:25:38Z2016-01-18T14:18:48ZNew User - Setting up and Downloading Accounts - NO Accounts to Download<div><p>I use Intrust Bank and it downloads fine from Quicken 2015.<br>
It does use Express Web Connect though.</p></div>gary.hammer