How do I set up online banking ??

James Serenson's Avatar

James Serenson

03 Jun, 2022 07:45 PM

Does the MoneyDance not the MoneyDance+ do online banking and download information from my bank.
And download investment information from Vanguard, TDAmeritreade etc
Or do you have to pay for MoneyDance+
I just bought MoneyDance but it said it does these things and did not mention MoneyDance+

  1. 1 Posted by -Kevin N. on 03 Jun, 2022 08:16 PM

    -Kevin N.'s Avatar

    Hi James,

    Here is a link to the list of financial institutions that support direct-connect OFX imports into Moneydance. These institutions do not require a Moneydance+ subscription.

    Look to the following list of Moneydance KB articles for information on setting up Online Banking.

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

  2. System closed this discussion on 02 Sep, 2022 08:20 PM.

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