tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2338-updating-accountsInfinite Kind: Discussion 2016-05-17T16:50:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T15:40:30Z2016-02-16T15:40:31Zupdating accounts<div><p>How do I put my account information into Moneydance either from
a saved spreadsheet or direct from the online banking?</p></div>jacquitag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T15:42:53Z2016-02-16T15:42:53Zupdating accounts<div><p>Hi Jacqui,</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your bank is on the list, this means they support direct OFX
connections. You can setup online banking with these banks within
Online --> Set Up Online Banking. Then select 'New Connection'
and choose your financial institution from the list.</p>
<p>If your bank is not listed, they do not support direct OFX
connections, which Moneydance (and other financial software)
requires in order to talk directly to a bank.</p>
<p>The best way to get your files into Moneydance is to use a web
browser to download them from your bank's web site. You can
download into QFX, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance.</p>
<p>You can also open your bank's download page directly (after
entering the appropriate address in the Account --> Edit Account
menu) by going to the menu bar and selecting Online --> Open
Account Website, which makes the download process easier.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T15:58:34Z2016-02-16T15:58:34Zupdating accounts<div><p>Hi</p>
<p>My bank is not listed. What will I be able to do?</p>
<p>Thanks</p></div>jvoycetag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T16:01:34Z2016-02-16T16:01:34Zupdating accounts<div><p>Hi,</p>
<p>You can download your transactions from your banks website and
import them into Moneydance. Each online banking website is
different, so i'm not sure exactly where you'll find this - but
after logging in, you should look for a 'download' feature on the
banks site. You should try to download QFX, OFX or OFC files (aka
Quicken or MS Money files).</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T16:37:17Z2016-02-16T16:37:19Zupdating accounts<div><p>Hi</p>
<p>Thank you I found that and it downloaded and appeared in
moneydance. Now my problem is that the values don’t match so
money dance says that my balance on a certain day is different to
what my bank says it is, even though it is showing the statement
transactions. How do I fix this?</p></div>jvoycetag:infinitekind.tenderapp.com,2009-01-14:Comment/391828612016-02-16T16:41:12Z2016-02-16T16:41:12Zupdating accounts<div><p>You most likely need to set the initial balance in the account
in Moneydance. This is because your bank did not provide the
account history back to the birth of the account.</p>
<p>Go into the account in Moneydance and from the menu bar select
Account->Edit Account... there set the "initial balance" to be
the balance the account had just prior to the oldest transaction
your bank let you download.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencer