Downloading transactions

Billy's Avatar

Billy

11 Mar, 2016 12:30 AM

Why am I unable to download transactions from any of my banking accounts or credit cards?

  1. 1 Posted by -Kevin N. on 11 Mar, 2016 12:39 AM

    -Kevin N.'s Avatar

    Hi Billy,

    These are the financial institutions (FI) that Moneydance can connect to. (Be sure to read the paragraph at the top of the page).
    http://infinitekind.com/fi

    If your FI is not listed there, you can still manually import OFX, OFC, QFX and QIF file formats. Formatted CSV files can also be imported into Bank and Credit Card accounts thru the use of a Moneydance extension.

    HTH -Kevin N.

  2. 2 Posted by Billy on 11 Mar, 2016 12:43 AM

    Billy's Avatar

    Understood, most of my financial institutions are on this list, but the ability to download transactions is grayed out in all accounts. Must I export transactions and then import. Have I missed something in setup?

  3. 3 Posted by -Kevin N. on 11 Mar, 2016 01:17 AM

    -Kevin N.'s Avatar

    Hi Billy,

    One reason that 'Set Up Online Banking' would be grayed out would be that you are viewing the Summary Page rather than the register of the account that you are trying to set up.

    -Kevin N.

  4. System closed this discussion on 10 Jun, 2016 01:20 AM.

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