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OFX support

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Witt Sparks

08 Apr, 2016 02:58 PM

Hi,

Does moneydance support ofx with Everbank and Capitol One credit cards?

Thanks!

1. 1 Posted by David Hanley on 08 Apr, 2016 03:17 PM

   

   Hi Witt,

   Unfortunately, it doesn't appear that EverBank 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 EverBank begins to support direct OFX connections in the future, we will be happy to work with them.

   We do however support OFX direct connections with Capital One credit cards! If you haven't already, I encourage you to download our free trial version and experiment with the program and test this connection 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

   • Edit

2. 2 Posted by David Hanley on 12 Apr, 2016 02:00 PM

   

   Hi Witt,

   Our connection specialist has informed me that I'm mistaken about Capital One credit cards unfortunately. So unfortunately you'll also need to download a QIF, QFX, OFX, or OFC file from the Capital One website in order to import your transactional data. 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.

   Apologies for the misinformation!

   David Hanley
   Infinite Kind Support

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3. System closed this discussion on 30 Jul, 2016 03:51 AM.