UK Banks

michael's Avatar

michael

15 Jun, 2022 05:48 PM

Any idea when the UK Open Banking will become available. My bank (Coutts) have just renewed their online offering and it no longer supports OFX downloads. I can only get CSV and frankly Im not sure how to use it and how to ensure I can separate credits and debits.

Open banking is what I and I suspect others need so how long guys?

  1. 1 Posted by derekkent23 on 15 Jun, 2022 09:36 PM

    derekkent23's Avatar

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

    I hope support will reply to your post with an update, but until then this is what I know.

    See latest blog
    https://infinitekind.com/blog/moneydance-2022-4

    Sean the Moneydance developer has allowed me to beta test the version of Moneydance+ using the third-party Plaid, which includes UK Open Banking.

    My bank works perfectly with Moneydance+. Click Download in the Moneydance register and transactions download. There seems to be only a delay of a few hours from a transaction appearing on my online account and Moneydance+ being able to download it.

    I have asked the question of Sean when will Moneydance+ be generally be available in the UK so hopefully more information soon.

    Hope this helps

  2. 2 Posted by michael on 12 Sep, 2022 08:32 AM

    michael's Avatar

    Derek

    Despite several requests I cannot get a response from the developers regarding the roll out of MD+ and open banking in the UK. The issue is serious for me as my bank have recently stopped OFX downloads. Have you had anything further? I would be happy to try a beta version

  3. 3 Posted by derekkent23 on 12 Sep, 2022 09:34 AM

    derekkent23's Avatar

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

    All I can say is UK banks using Moneydance + as a beta tester still works for me. Still not heard if/when UK banks will be made generally available. It’s not a question of a beta build of Moneydance. I am running 2022.5(4091). Sean needs to use you email address to activate your beta access, but I think he has a limited number of beta test accounts allocated to him from Plaid. You could try joining Sean’s Slack site and posting a request there. TRY https://infinitekind.com/joinslack

    Hope this helps.

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