tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/408-canadian-banksInfinite Kind: Discussion 2016-03-19T05:02:54Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/369729322015-05-28T21:14:51Z2015-05-28T21:14:51ZCanadian Banks<div><p>Hi Ron,</p>
<p>Unfortunately, it appears that your bank doesn't support 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 bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/369729322015-05-28T21:47:49Z2015-05-28T21:47:49ZCanadian Banks<div><p>Thanks. That is the way I do it now with my Quicken for Home
& Business. My issue really is that I was a PC user for years
and about 4 years ago I switched to Mac and still continue to use
Quicken with Parallels as Quicken for Mac is useless. I am
considering eliminating the Parallels side of my MacBook and am
looking for something that will do the same jobs. Namely accept
downloads from my bank and update my stock portfolio prices. I want
to be able to bring over about 15 years of history that I now have
in my Quicken accounting. It seems to me that means either
Moneydance or Ibank 5.</p>
<p>Ron Barre<br>
West Vancouver BC</p>
<p>Email: <a href="mailto:ronbarre@me.com">ronbarre@me.com</a><br>
Tel: (604) 505-7424</p></div>Ronald Barretag:infinitekind.tenderapp.com,2009-01-14:Comment/369729322015-05-28T21:50:36Z2015-05-28T21:50:36ZCanadian Banks<div><p>Hi Ron,</p>
<p>If you'd like, you can export your data from Quicken into a QIF
file and import it into Moneydance with these instructions:</p>
<p><a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>You can also import your data from TD Bank into Moneydance--for
this, we recommend using OFX or QFX files if they offer them.</p>
<p>You can update stocks with the Quotes and Exchange Rates
extension in Moneydance.</p>
<p>If you haven't already, I encourage you to download our free
trial version and experiment with the program 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>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan