Downloading Transactions as Opposed to Logging into Bank website

Angela Beacom's Avatar

Angela Beacom

08 Aug, 2021 05:38 PM


I am new to Moneydance, coming from two decades of using Quicken. I am setting up both my bank (checking) and credit card accounts. When I try to download transactions, it only logs me into the financial institution website. What do I need to do differently?

Any help would be appreciated!

  1. 1 Posted by -Kevin N. on 08 Aug, 2021 06:19 PM

    -Kevin N.'s Avatar

    Hi Angela,

    Provided that your financial institutions provide for direct-connect OFX downloads then you should look to the following Moneydance KB article

    Other online banking related articles can be found here:

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Maddy on 09 Aug, 2021 02:46 PM

    Maddy's Avatar

    Hi Angela,
    Thank you for contacting Moneydance support.

    Could you let us know which bank you're trying to connect to?

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for ATM or online banking. You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  3. System closed this discussion on 08 Nov, 2021 02:50 PM.

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