Trying to set up online banking with Citizens Bank.

Don Knuth's Avatar

Don Knuth

08 Apr, 2016 07:50 PM

I can download data from the bank in several forms. How do I get it acceoted by Moneydance?

  1. Support Staff 1 Posted by Jenny on 09 Apr, 2016 10:37 AM

    Jenny's Avatar

    Hi Don,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. If your bank begins to support this feature, we'll be happy to setup a connection with them.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Don Knuth on 09 Apr, 2016 11:17 AM

    Don Knuth's Avatar
    Thanks, Jenny

    That confirms what I thought. I can make that work.

    Don Knuth
    Sent from BlackBerry
    From: Jenny
    Sent: Saturday, April 9, 2016 6:37 AM
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    Reply To: [email blocked]
    Subject: Re: Trying to set up online banking with Citizens Bank. [Online Banking #2792]

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    From: Jenny (Support staff)

    Hi Don,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. If your bank begins to support this feature, we'll be happy to setup a connection with them.

    The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

    On Fri, Apr 08 at 12:50 PM PDT, Don Knuth wrote:

    I can download data from the bank in several forms. How do I get it acceoted by Moneydance?

    Having trouble reading this? View this discussion online: Trying to set up online banking with Citizens Bank. .

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  3. System closed this discussion on 09 Jul, 2016 11:20 AM.

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