Simplii Funancial

Dan's Avatar

Dan

04 Nov, 2020 07:34 PM

Does this program work with Canadian Banks i.e Simplii Financial and PC Financial?

  1. 1 Posted by dwg on 04 Nov, 2020 08:15 PM

    dwg's Avatar

    I'm a fellow user.

    For automated downloads of transactions Moneydance uses a protocol called Direct Connect. The institutions known to support this and that Moneydance has connection information for is at:

    https://infinitekind.com/fi

    This protocol is generally not used outside of the U.S. Today there is no protocol that has world wide usage.

    Most institutions world wide do provide downloadable transaction files on their Internet Banking sites. Moneydance can read the major formats used including OFX and QIF and for some accounts types can even process CSV files.

    I would suggest you download Moneydance and try it our in trial mode, this is fully functional, the only limit being a 100 manually entered transaction limit.

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