On line connection to my Bank
Hi,
I have just purchased your Moneydance software.
I am having problems connecting to my UK bank, National
Westminster, please could send be the correct OFX settings.
Thank You.
Michael Weaver
Customer no. 3171253
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1 Posted by Ian L on 27 Aug, 2015 01:19 PM
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.
Ian
Infinite Kind Support
Ian L closed this discussion on 27 Aug, 2015 01:19 PM.