not able to access

Monica's Avatar

Monica

21 Mar, 2016 06:04 PM

I d/l the trial app for Moneydance, as I am switching from Quicken. Now I find I cannot access my bank (Bank of Montreal). I don't want to buy this program if I can't connect with my bank, is there a workaround?

  1. 1 Posted by David Hanley on 21 Mar, 2016 07:51 PM

    David Hanley's Avatar

    Hi Monica,

    Unfortunately, it doesn't appear that Bank of Montreal supports direct OFX connections, which Moneydance requires in order to talk directly to a bank.  The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC files (sometimes referred to as 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 20 Jun, 2016 08:00 PM.

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