Inputting descriptions into the (income and expenses column)?

lee's Avatar

lee

21 Aug, 2015 08:16 PM

Hi I have just purchased this program and would like to know if I can download transactions from my Nationwide building society account?

Thanks

  1. Support Staff 1 Posted by Ethan on 22 Aug, 2015 12:38 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your bank supports 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, 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
    Moneydance Support

  2. Ethan closed this discussion on 22 Aug, 2015 12:38 PM.

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