Downloading Accounts

JAV's Avatar


13 Jun, 2011 06:05 PM

Is there any way to specify the dates you'd like to download when downloading directly from Moneydance?

  1. 1 Posted by Ben Spencer on 13 Jun, 2011 07:03 PM

    Ben Spencer's Avatar

    No I am afraid not. The first time Moneydance does a direct OFX connection it asks for everything available. The next time you perform a download it asks for all transactions since the last download.

    Ben Spencer
    Moneydance Support

  2. 2 Posted by dave on 14 Jun, 2011 08:37 AM

    dave's Avatar

    There is no reason why this could not be added as a feature though, I can see instances where it would be useful.

    When requesting a download, MD uses the date of the last download as a parameter - this is then used as a parameter in a SQL query by the bank and the resulting records are returned as a result of the query. It should be an easy matter to expand the download box slightly and include the "transactions since" date, pre-populated with the date of the last download.

    Where this would be beneficial is in realizing (a few days later) that a transaction was incorrectly merged with the wrong entry. Deleting the incorrect entry is only part of the solution, the user now needs to re-download the transaction in order to correctly merge it with the right transaction.

    A workaround is to access the bank account via the web and export the required date range from there as either a money or quicken file, then run that through MD.

    Hope that helps!


  3. 3 Posted by Jon Hoover on 15 Jun, 2011 12:47 AM

    Jon Hoover's Avatar

    I've created a suggestion ticket and attached it to your message. If users comment on this thread in support of such a feature we will consider adding it.
    Jon Hoover, Moneydance Support

  4. System closed this discussion on 31 Mar, 2015 03:38 PM.

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