Canada

Geoffrey Taylor's Avatar

Geoffrey Taylor

20 Apr, 2021 06:10 PM

Good day,
Is online banking available in Canada?
If it is sign me up. Important we are able to download transaction.
Take care,
GT

  1. 1 Posted by Bob Hudson on 20 Apr, 2021 06:36 PM

    Bob Hudson's Avatar

    Was thinking the same thing. I have Canadian bank accounts to add and not sure how to do so.

  2. 2 Posted by jeff_l on 20 Apr, 2021 07:34 PM

    jeff_l's Avatar

    Check for yourself, see if it's on the list

    https://infinitekind.com/fi

    fellow user

  3. 3 Posted by Geoffrey Taylor on 20 Apr, 2021 08:14 PM

    Geoffrey Taylor's Avatar

    Thank you,

    No Canadian banks on the list, if the technology is the same as that being used in the USA then we’re ok, but I’m not smart enough to find that out. I know Quickbooks works in both.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: jeff_l
    Sent: April 20, 2021 3:34 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: jeff_l

    Check for yourself, see if it's on the list

    https://infinitekind.com/fi

    fellow user

    On Tue, Apr 20 at 11:36 AM PDT, Bob Hudson wrote:

    Was thinking the same thing. I have Canadian bank accounts to add and not sure how to do so.

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

  4. 4 Posted by dwg on 20 Apr, 2021 08:47 PM

    dwg's Avatar

    I'm a fellow user.

    Quicken uses a variety of technologies with their products, unfortunately some of them are proprietary and these are the ones that Quicken pushes.

    The only open protocol that I am aware of is called Direct Connect and in the main only a subset of U.S. based institutions support this.

    The technique most around the world use is to download transaction files from their institution and import these into Moneydance. Moneydance supports all of the major financial formats that are in use.

  5. 5 Posted by Geoffrey Taylor on 20 Apr, 2021 09:32 PM

    Geoffrey Taylor's Avatar

    Thank you.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: dwg
    Sent: April 20, 2021 4:47 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: dwg

    I'm a fellow user.

    Quicken uses a variety of technologies with their products, unfortunately some of them are proprietary and these are the ones that Quicken pushes.

    The only open protocol that I am aware of is called Direct Connect and in the main only a subset of U.S. based institutions support this.

    The technique most around the work use is to download transaction files from their institution and import these into Moneydance. Moneydance supports all of the major financial formats that are in use.

    On Tue, Apr 20 at 01:14 PM PDT, Geoffrey Taylor wrote:

    Thank you,

    No Canadian banks on the list, if the technology is the same as that being used in the USA then we’re ok, but I’m not smart enough to find that out. I know Quickbooks works in both.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: jeff_l
    Sent: April 20, 2021 3:34 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: jeff_l

    Check for yourself, see if it's on the list

    https://infinitekind.com/fi

    fellow user

    On Tue, Apr 20 at 11:36 AM PDT, Bob Hudson wrote:

    Was thinking the same thing. I have Canadian bank accounts to add and not sure how to do so.

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

  6. 6 Posted by derekkent23 on 21 Apr, 2021 07:16 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi

    Just to add see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps

  7. 7 Posted by Geoffrey Taylor on 21 Apr, 2021 02:59 PM

    Geoffrey Taylor's Avatar

    Thank you, I’ll give that a go once I have the software.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: derekkent23
    Sent: April 21, 2021 3:16 AM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.
    Hi

    Just to add see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps

    On Tue, Apr 20 at 02:32 PM PDT, Geoffrey Taylor wrote:

    Thank you.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: dwg
    Sent: April 20, 2021 4:47 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: dwg

    I'm a fellow user.

    Quicken uses a variety of technologies with their products, unfortunately some of them are proprietary and these are the ones that Quicken pushes.

    The only open protocol that I am aware of is called Direct Connect and in the main only a subset of U.S. based institutions support this.

    The technique most around the work use is to download transaction files from their institution and import these into Moneydance. Moneydance supports all of the major financial formats that are in use.

    On Tue, Apr 20 at 01:14 PM PDT, Geoffrey Taylor wrote:

    Thank you,

    No Canadian banks on the list, if the technology is the same as that being used in the USA then we’re ok, but I’m not smart enough to find that out. I know Quickbooks works in both.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: jeff_l
    Sent: April 20, 2021 3:34 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: jeff_l

    Check for yourself, see if it's on the list

    https://infinitekind.com/fi

    fellow user

    On Tue, Apr 20 at 11:36 AM PDT, Bob Hudson wrote:

    Was thinking the same thing. I have Canadian bank accounts to add and not sure how to do so.

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

    Having trouble reading this? View this discussion online: Canada.

    Reply with #ignore to stop receiving notifications for this discussion.

     

     

  8. 8 Posted by derekkent23 on 21 Apr, 2021 03:31 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    Hope this helps.

  9. Maddy closed this discussion on 22 Apr, 2021 10:58 AM.

  10. Geoffrey Taylor re-opened this discussion on 22 Apr, 2021 01:34 PM

  11. 9 Posted by Geoffrey Taylor on 22 Apr, 2021 01:34 PM

    Geoffrey Taylor's Avatar

    Got it thank, getting used to it.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: derekkent23
    Sent: April 21, 2021 11:31 AM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.

    Try it out for yourself.

    The downloaded version of Moneydance is a full working version with the only limit being a maximum of 100 manually entered transactions, with no time limit. Imported files from other financial programs and your bank have no limit on imports, provided that you do not confirm them. If you decided to purchase you are sent a key by email that unlocks the 100-manual transaction limit. If after testing with this free trial version you purchase and change your mind see the 90 day money back guaranty at https://infinitekind.com/refunds
    For the future Moneydance never sunsets the version it releases. So, you don’t have to upgrade. If you won’t to upgrade the next version is free (say 2017 to 2019) and from then on you get a 50% discount. All upgrades within a version are free.

    Make sure you are running this build of Moneydance https://infinitekind.com/preview

    For information on how to use Moneydance see https://infinitekind.tenderapp.com/kb

    Hope this helps.

    On Wed, Apr 21 at 07:59 AM PDT, Geoffrey Taylor wrote:

    Thank you, I’ll give that a go once I have the software.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: derekkent23
    Sent: April 21, 2021 3:16 AM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: derekkent23

    I am not support staff, just a user.
    Hi

    Just to add see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps

    On Tue, Apr 20 at 02:32 PM PDT, Geoffrey Taylor wrote:

    Thank you.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: dwg
    Sent: April 20, 2021 4:47 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: dwg

    I'm a fellow user.

    Quicken uses a variety of technologies with their products, unfortunately some of them are proprietary and these are the ones that Quicken pushes.

    The only open protocol that I am aware of is called Direct Connect and in the main only a subset of U.S. based institutions support this.

    The technique most around the work use is to download transaction files from their institution and import these into Moneydance. Moneydance supports all of the major financial formats that are in use.

    On Tue, Apr 20 at 01:14 PM PDT, Geoffrey Taylor wrote:

    Thank you,

    No Canadian banks on the list, if the technology is the same as that being used in the USA then we’re ok, but I’m not smart enough to find that out. I know Quickbooks works in both.

     

    Geoffrey Taylor

    [email blocked]

     

     

     

    From: jeff_l
    Sent: April 20, 2021 3:34 PM
    To: [email blocked]
    Subject: Re: Canada [Online Banking #18731]

     

    // Please reply above this line
    ==================================================

    From: jeff_l

    Check for yourself, see if it's on the list

    https://infinitekind.com/fi

    fellow user

    On Tue, Apr 20 at 11:36 AM PDT, Bob Hudson wrote:

    Was thinking the same thing. I have Canadian bank accounts to add and not sure how to do so.

    Having trouble rea (truncated)

  12. Maddy closed this discussion on 22 Apr, 2021 01:43 PM.

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