Downloading
How do I download my checking and credit card transactions into Moneydance? Is there a instruction manual online somewhere that I'm missing?
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Support Staff 1 Posted by Jenny on 22 Mar, 2016 09:56 AM
Hi Adana,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
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.
If your bank is not listed, then unfortunately your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.
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.
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 21 Jun, 2016 10:00 AM.