Banking

Richard Ward's Avatar

Richard Ward

28 Dec, 2015 08:22 PM

Bank of America needs to be added to list for online banking, can this be done?

  1. Support Staff 1 Posted by Ethan on 28 Dec, 2015 08:29 PM

    Ethan's Avatar

    Hello,

    Unfortunately, Bank of America in the last few months stopped supporting direct OFX connections, which Moneydance requires in order to talk directly to a bank. This is entirely a decision that they have made for some reason, and we unfortunately have little influence over which services banks offer to their customers.

    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.

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

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 28 Dec, 2015 08:29 PM.

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