What formats will Moneydance accept

kloster's Avatar

kloster

21 Dec, 2015 05:56 AM

My bank isn't listed in your cooperating banks. However its downloads work with Quicken even though it isn't supposed to. What formats (3 letter suffix) will money dance import? My bank uses qfx. With Quicken essentials I download the report and ask Quicken to open it. It does and imports the data to the register. Will Moneydance do this?

  1. Support Staff 1 Posted by Jenny on 21 Dec, 2015 12:26 PM

    Jenny's Avatar

    Hi Geoffrey,

    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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. 2 Posted by kloster on 21 Dec, 2015 02:46 PM

    kloster's Avatar

    Thanks. That’s what I was looking for.

  3. Support Staff 3 Posted by Jenny on 21 Dec, 2015 02:48 PM

    Jenny's Avatar

    Great, glad we could get this resolved!

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

    Jenny
    Infinite Kind Support

  4. Jenny closed this discussion on 21 Dec, 2015 02:48 PM.

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