tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/2786-ofx-supportInfinite Kind: Discussion 2016-07-30T03:51:18Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/396001482016-04-08T14:58:31Z2016-04-08T14:58:33ZOFX support<div><p>Hi,</p>
<p>Does moneydance support ofx with Everbank and Capitol One credit
cards?</p>
<p>Thanks!</p></div>Witt Sparkstag:infinitekind.tenderapp.com,2009-01-14:Comment/396001482016-04-08T15:17:27Z2016-04-08T15:17:27ZOFX support<div><p>Hi Witt,</p>
<p>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.</p>
<p>If your EverBank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>We <em>do</em> 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:</p>
<p><a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>For more information on how to get the most out of your trial
period, check out our <a href="http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial">
blog post on the subject</a>.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/396001482016-04-12T14:00:52Z2016-04-12T14:00:52ZOFX support<div><p>Hi Witt,</p>
<p>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.</p>
<p>Apologies for the misinformation!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley