Is online banking and reconciliation available through Australian banks ?

Rohini's Avatar

Rohini

03 Apr, 2016 01:19 PM

Using your app can I reconcile my bank account through Australian Banks

  1. 1 Posted by David Hanley on 03 Apr, 2016 03:03 PM

    David Hanley's Avatar

    Hi Rohini,

    Can you give me the name(s) of the financial institution(s) you're trying to connect to? Sadly there seems to have been very little adoption of the OFX direct connect protocol among Australian financial institutions. If your bank does not support OFX direct connections, 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.

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our blog post on the subject.

    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. 2 Posted by Rohini on 03 Apr, 2016 10:05 PM

    Rohini's Avatar

    Thanks David.
    I have an existing Moneydance old version Date: 2012-04-13 Key: B1038567-AC9A6C7C.
    If I upgrade to current software what are the benefits. Can I get full excess on my phone like on my PC?

    Regards,
    Rohini.

    Sent from Mail for Windows 10

  3. Support Staff 3 Posted by Jenny on 05 Apr, 2016 01:49 PM

    Jenny's Avatar

    Hi Rohini,

    I've checked our records and it looks like you've recently purchased the upgrade to Moneydance 2015.

    The mobile app is an add on to the main desktop program, and only has very basic functions like viewing and editing transactions, and does not contain all the features you'll find in the main Moneydance software. You can follow the steps in this article to sync MD2015 with your mobile device.

    Please let me know if you have any questions, or if we can be of further assistance.

    Jenny
    Infinite Kind Support

  4. System closed this discussion on 05 Jul, 2016 01:50 PM.

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