downloading transactions

linda's Avatar

linda

13 Jul, 2022 09:08 PM

how to download credit card statements and transactions

  1. Support Staff 1 Posted by Ethan on 13 Jul, 2022 10:00 PM

    Ethan's Avatar

    Hello,

    Moneydance has multiple methods for importing data from your bank:

    For direct connections, please see: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...

    For manual downloads, please see: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    For our new Moneydance+ add-on service, please see: https://infinitekind.tenderapp.com/kb/moneydance

    Let us know if you have any questions about the setup instructions for any of those services.

    Ethan
    Infinite Kind Support

  2. System closed this discussion on 12 Oct, 2022 10:00 PM.

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