Canadian Banks

Ron's Avatar

Ron

28 May, 2015 06:15 PM

Does Moneydance 2015 work with Canadian Banks? I looked up the download formats for TD Bank and could not see a format for Moneydance.

  1. 1 Posted by Scott Meehan on 28 May, 2015 09:14 PM

    Scott Meehan's Avatar

    Hi Ron,

    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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 28 May, 2015 09:14 PM.

  3. Ronald Barre re-opened this discussion on 28 May, 2015 09:47 PM

  4. 2 Posted by Ronald Barre on 28 May, 2015 09:47 PM

    Ronald Barre's Avatar

    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.

    Ron Barre
    West Vancouver BC

    Email: [email blocked]
    Tel: (604) 505-7424

  5. 3 Posted by Scott Meehan on 28 May, 2015 09:50 PM

    Scott Meehan's Avatar

    Hi Ron,

    If you'd like, you can export your data from Quicken into a QIF file and import it into Moneydance with these instructions:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format

    You can also import your data from TD Bank into Moneydance--for this, we recommend using OFX or QFX files if they offer them.

    You can update stocks with the Quotes and Exchange Rates extension in Moneydance.

    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:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our [blog post on the subject](http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial).

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Scott Meehan
    Infinite Kind Support

  6. System closed this discussion on 19 Mar, 2016 04:54 AM.

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