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Can you upload files from a bank

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Eliot Lyne

02 Jan, 2016 08:44 AM

Hi there

I dont really want to connect with my online bank but can you upload transaction downloads from a bank?

Thanks

1. 1 Posted by David Hanley on 02 Jan, 2016 01:14 PM

   

   Hi Eliot,

   If you would not like to directly connect to your 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.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   David Hanley
   Infinite Kind Support

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2. 2 Posted by Eliot Lyne on 04 Jan, 2016 08:30 PM

   

   Hi David

   My bank can export into .csv .osx and .midata file formats - are any of
   these supported by Moneydance please?

   Thanks

   Eliot

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3. Support Staff 3 Posted by Ethan on 05 Jan, 2016 03:00 PM

   

   Hello Eloit,

   "osx" isn't a valid file format, but the name of an operating system. Are you sure it's not something like "ofx"? If so, that would be a preferred file format for importing into Moneydance.

   Out of the three you list, only csv files are somewhat compatible, and even then they are often difficult to get to work. You will need to install the Text File Importer extension (Extensions -> Manage Extensions from the Moneydance menu bar), open the downloaded file in a spreadsheet, and then use the extension to tell Moneydance which columns contain what type of data. There is no standard for csv files, so it is possible that your bank will not send them in a format that is usable, but there's no harm in trying.

   If you haven't already, I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

   In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides

   Ethan
   Moneydance Support

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4. Ethan closed this discussion on 05 Jan, 2016 03:00 PM.