Download doesn't work

hdluke's Avatar


31 Oct, 2021 03:41 PM

I'm trying to connect to my banking institution to download transactions and all I get is the login page of my bank. It won't download transactions. What do I need to check to fix this?

  1. 1 Posted by Stuart Beesley ... on 31 Oct, 2021 03:45 PM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Sounds like you have a url website registered against the account in tools/accounts. If so, remove this. Then use the online menu and then setup online banking.

  2. 2 Posted by hdluke on 31 Oct, 2021 04:00 PM

    hdluke's Avatar

    This comment was split into a new private discussion: Download doesn't work

    I cleared out the URL and that doesn't work either. At this point, we would like to request our money back as we are within the 90 day guarantee window.

  3. 3 Posted by derekkent23 on 31 Oct, 2021 04:41 PM

    derekkent23's Avatar

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

    The method you use to download bank transactions to Moneydance depends on what method your bank supports.

    If they support Direct Connect or failing that you can import QFX/OFX or even QIF file downloaded from your bank account web site, see this set of articles.

    If your bank does not support any of these Moneydance has just introduced an optional Moneydance+ a $2/month subscription service that can be used with your normal licence key which uses the aggregator Plaid see

    Hope this helps

  4. Maddy closed this discussion on 04 Nov, 2021 08:48 AM.

  5. Maddy re-opened this discussion on 04 Nov, 2021 08:53 AM

  6. Ethan closed this discussion on 14 Nov, 2021 10:17 PM.

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