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Craig E Miller's Avatar

Craig E Miller

29 Mar, 2016 04:36 AM

How do I import my checking account information from the bank? Is it necessary to download a CSV file and import that or can I link directly?

  1. 1 Posted by -Kevin N. on 29 Mar, 2016 01:46 PM

    -Kevin N.'s Avatar

    Hi Craig,

    Here is a link to the financial institutions (FI) that Moneydance currently supports for direct-connect. 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 ask the MD support staff to look into whether or not your FI offers direct-connect.

    If all else fails, you can manually import OFX, OFC, QFX and QIF file formats into Moneydance. You can also import formatted CSV files into Bank and Credit Card accounts through the use of either the Text File Importer extension or the free, third-party CSV Importer extension.

    You can find out more information on importing data in the User's Guide.
    http://help.infinitekind.com/kb/user-guides

    HTH -Kevin N.

  2. 2 Posted by Craig Miller on 30 Mar, 2016 05:51 AM

    Craig Miller's Avatar

    Hi Kevin,

    Thanks for helping. I must admit, though, that I'm stymied. Can't get
    anything to work. Import, online banking both do nothing when I click on
    them. I have a 64-bit chip and downloaded the 64-bit version. Should I try
    32-bit? We use Chrome. Does that browser work with Moneydance?

    I downloaded two QFX files from Citibank, but cannot get them to import at
    all.

     Any other ideas?

    Thanks,
    Craig

  3. 3 Posted by -Kevin N. on 30 Mar, 2016 02:37 PM

    -Kevin N.'s Avatar

    Hi Craig,

    Try dragging and dropping one of the QFX files onto the Moneydance window. Doing so should prompt you to select an account to import the file into.

    I'm not sure why File > Import is not working for you.

    When you click on File > Import does a file browser open allowing you to navigate to the QFX file?

    -Kevin N.

  4. 4 Posted by Craig Miller on 31 Mar, 2016 04:58 AM

    Craig Miller's Avatar

    Hi Kevin,

    Thank you for your help. This time the File > import did work. The
    numbers are way off, but at least the file imported. Tomorrow I will
    reconcile and get going with the rest of the accounts.

    I appreciate your help.

    Best regards,
    Craig

  5. System closed this discussion on 30 Jun, 2016 05:00 AM.

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