Changing banks, and not wanting to re-enter all my Bill Paymnet info all over again

jnl's Avatar


03 Jan, 2016 03:46 AM

Hope someone can help out with this.
HAve been using (and loving) Moneydance for a couple of years.
I have been paying all of my bills online with the Bill Payment feature.
I have all of my billing names, addresses, account numbers, etc all in the Moneydance directory.
Recently I changed banks.
Now I am wondering if there is a way to tranfer all of that billing information over so I can pay from the new bank
I know I could just re-enter it all over again, but I hope there is an easier way.
Thanks for any ideas in this.

  1. 1 Posted by Ian L on 04 Jan, 2016 01:59 PM

    Ian L's Avatar

    Hi Jim,

    Unfortunately, re-entering everything is the only way to transfer the data. Moneydance gets payee information directly from your bank's server, and it's not currently possible to load from your local address book. However, that would definitely be more convenient! I've filed a feature ticket for this, so we can look into adding it.

    Please let me know if I can be of any further assistance, and thanks for using Moneydance.

    Infinite Kind Support

  2. System closed this discussion on 04 Apr, 2016 02:00 PM.

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