Importing .ofx statements into MD

Martin's Avatar

Martin

14 Aug, 2012 08:49 AM

Hi

I get monthly statement from by bank and would like to import the data to my mortgage account.

It is an "access" mortgage so the bank gives me access to the equity I have - this amount goes up and down all the time - should i load it as a bank account and not a loan account?

Regards
M

  1. 1 Posted by Jon Hoover on 16 Aug, 2012 03:33 PM

    Jon Hoover's Avatar

    Hi M,
    This is a new one for me. It reminds me of Money market accounts. If you would be willing to send me the statement file I'd be glad to play around with it and see how it can work but I'd understand if you didn't feel comfortable with that.
    What is the format it is coming in as? Have you tried importing it into either of those types, how does it look?
    Sincerely,
    Jon Hoover, Moneydance Support

  2. System closed this discussion on 31 Mar, 2015 03:49 PM.

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