Adding accounts to moneydance

chad jackrel's Avatar

chad jackrel

18 Jan, 2022 02:28 PM

hi trying to add chase and discover bank to a brand new installation. Should i pull from bank is there an export what would be the best way?

Thanks

Chad

  1. Support Staff 1 Posted by Maddy on 18 Jan, 2022 02:40 PM

    Maddy's Avatar

    Hi Chad,
    Thank you for contacting Moneydance support.

    Currently, Moneydance supports automatic downloads using Direct Connect or Moneydance +.

    Without Direct Connect, you are still able to easily import your data into the program.
    We'd recommend you use the OFX or QFX file format if either of these are available. If not, use the QIF file format. You can find the steps for manually importing your data in this article.


    Moneydance + is a premium service that requires a subscription ($2monthly when you already have a license key for Moneydance 2022).
    If you wish to upgrade to Moneydance 2022, simply enter your current license key here and you will receive a 50% discount.

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

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Chad Jackrel on 19 Jan, 2022 03:14 AM

    Chad Jackrel's Avatar

    For chase how much data can you download?

  3. 3 Posted by dtd on 19 Jan, 2022 03:28 AM

    dtd's Avatar

    just a user....

    I think Chase is in the 3-6 month range.

  4. System closed this discussion on 20 Apr, 2022 03:30 AM.

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