Importing Transactions
Hello
I have recently purchased Moneydance 2015. I am trying to import transactions from my bank, which formats can I import files in to Moneydance?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
Support Staff 1 Posted by Jenny on 29 Dec, 2015 12:10 PM
Hi Karen,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
If your bank is on the list, then they support direct OFX connections. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
If your bank is not listed, then the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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
Jenny closed this discussion on 29 Dec, 2015 12:10 PM.