UK Banks
Hi,
I am trying to set up Online Banking for the UK, but none of my Banks are available, Barclays, Lloyds, etc.
Am I doing something wrong?
Thanks!
Best
Ray
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Support Staff 1 Posted by Jenny on Mar 07, 2016 @ 12:49 PM
Hi Ray,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. I am also based in the UK and I'm afraid I am not aware of any UK banks that support direct connect.
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.
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.
I hope this information is helpful, please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
System closed this discussion on Jun 06, 2016 @ 12:50 PM.