Importing Bank Data
Graham Mill
how do I download Barclays Bank statements. or data, into Moneydance?
My predecessor used to do this, and said it was easy, and Moneydance almost coded up the entries for him as it went.
Or... point me to an online resource I can work through.
Thanks in advance.
GRaham
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1 Posted by Ian O on Sep 19, 2016 @ 06:33 AM
Hi Graham,
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.
Each banks website is different, so it's hard to say exactly where you'll find the 'download' option. I'd recommend contacting your bank directly who should be able to provide specific instructions for downloading your data from their site.
Please let me know if I can be of further assistance.
Ian O
Infinite Kind Support
System closed this discussion on Dec 19, 2016 @ 06:40 AM.