not finding my bank

Nick Petrielli's Avatar

Nick Petrielli

Feb 08, 2018 @ 09:05 PM

I'm not finding Citibank on the list of banks for online banking. I found the Citibank Credit Card option but not the banking one.

Is Citibank available to automatically download transactions?

  1. Support Staff 1 Posted by Ethan on Feb 11, 2018 @ 08:39 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that Citibank supports direct OFX connections for their banking accounts, which Moneydance requires in order to talk directly to a bank. We of course have no control over which services banks offer to their customers.

    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, OFX, OFC, or QIF 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,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on Feb 11, 2018 @ 08:39 PM.

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