tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/3123-initial-setupInfinite Kind: Discussion 2016-10-02T02:37:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/399196362016-05-19T10:15:09Z2016-05-19T10:15:09ZInitial setup<div><p>How do I connect my account to my bank?</p></div>erin dockerytag:infinitekind.tenderapp.com,2009-01-14:Comment/399196362016-05-19T10:26:16Z2016-05-19T10:26:16ZInitial setup<div><p>Hi Erin,</p>
<p>Moneydance supports automatic downloads via Direct Connect, and
you can view a list of banks that support this feature <a href="http://infinitekind.com/fi">here</a>.</p>
<p>If your bank is listed, then you may need to contact them to
enable Direct Connect access, and for your login credentials (which
generally differ from those used for online banking). Once enabled,
you can setup within Online --> Set Up Online Banking. Then
select 'New Connection' and choose your financial institution from
the list.</p>
<p>If your bank is not listed, 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.<br>
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.</p>
<p>I hope this information is helpful. Please let me know if you
have any questions or if I can be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny