UK Banks

andypbarker's Avatar

andypbarker

25 Apr, 2021 01:07 PM

Hi, I'm thinking of purchasing moneydance. Does it connect with UK financial institutions? I can't find any of the major UK banks or Investment houses listed in the choice when setting up online accounts

  1. 1 Posted by derekkent23 on 25 Apr, 2021 02:22 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Andrew

    I am a UK user of Moneydance.

    Moneydance uses Direct Connect to Auto Download Bank Account transaction but this method is only used by a sub set of US banks. So like the rest of the world us UK users need to manually download a transaction file from our online Bank accounts and import the file into Moneydance, a simple process, see https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps

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