tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/241-raymond-james-ing-directInfinite Kind: Discussion 2018-10-18T13:54:42Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832009-12-17T18:45:40Z2009-12-17T18:45:43ZRaymond James & ING Direct<div><p>I can download OFX statements directly from Raymond Jame's &
ING Direct website. MS Money also supports connecting directly to
to both these. Just wondering if RJ & ING were on the roadmap?
Would love to add a connection to them.</p>
<p>Keep up the good work!</p></div>Ash Pateltag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832009-12-28T18:04:01Z2009-12-28T18:04:01ZRaymond James & ING Direct<div><p>Ash,</p>
<p>Quicken and Money support two methods of accessing your
accounts: direct connect and web connect. With web connect, they
basically connect to your bank's website and download and import
OFX files. Direct connect actually connects to a server at your
bank instead of their website and usually requires different login
credentials than you would use to log into your banks website.
Moneydance only supports automatic connections through direct
connect and not web connect. You can still download OFX files form
your bank and import them, but there's currently no way to do this
automatically from within Moneydance. This is certainly a function
we a considering implementing for future versions of the
program.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832010-10-02T22:14:03Z2016-05-07T17:20:28ZRaymond James & ING Direct<div><p>Angie - I can't download any of my account transactions from ING
DIRECT into my MD (2010r3 - 751) accounts. I'm using OS X 10.6.4. I
sign in to ING, go to an account, click download, select OFX (or
QFX), fill in the dates and click Download. A file is downloaded to
my Downloads. I try to import, but no data. I've successfully
downloaded data from my credit union and retirement accounts. Can
you help?</p></div>cportertag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832010-10-02T23:29:59Z2010-10-02T23:29:59ZRaymond James & ING Direct<div><p>Cporter,</p>
<p>The first thing you should do when troubleshooting is to open the file using a text editor (such as Notepad) to make sure there is actually data in the file. The next piece would involve you sending an OFX (or QFX) file to us for diagnosis. We would hold your file securely and delete it as soon as we're finished with it. If there is data in the file and you're willing to send it to us for diagnosis, you can emali the file to <a href="mailto:support@moneydance.com">support@moneydance.com</a>. When sending, please also let us know what account type you are trying to import this information to- bank, investment, etc.</p>
<p>I'm sorry you're having problems, and I'll keep my eye open for your reply so we can (hopefully) clear this us quickly for you.</p>
<p>Angie Rauscher<br />
Moneydance Support</p>
<p><em>Check out our <a href="http://moneydance.com/blog/">new blog series, Moneydance on the Road</a>.</em></p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832010-10-03T00:25:45Z2016-05-07T17:20:28ZRaymond James & ING Direct<div><p>Angie - Thanks very much for your prompt reply. It's working. I
think I forgot a step: When I tried to import, I just accepted the
(bank) account # without selecting the actual account name. Thanks
again for your help. Best - Cary</p></div>cportertag:infinitekind.tenderapp.com,2009-01-14:Comment/7386832010-10-03T15:05:04Z2010-10-03T15:05:04ZRaymond James & ING Direct<div><p>Cary,</p>
<p>Wonderful, I'm glad to hear it's working for you!<br />
</p>
<p>Please let me know if I can be of further assistance,</p>
<p>Angie Rauscher<br />
Moneydance Support</p></div>Angie Rauscher