Download support for more banks

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jp

06 Apr, 2009 05:27 PM

What needs to happen to add support for automatically downloading transactions for other financial institutions? Other applications such as Mint.com and Quicken have support for my banks, but not MoneyDance. What gives?

  1. 1 Posted by Brian Adler on 06 Apr, 2009 06:54 PM

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    JP, What banks are not currently supported by Moneydance that you would like to have us add? If the bank supports direct ofx connections, just ask us and we can have them added within a day or two. Brian Moneydance Support

  2. Brian Adler closed this discussion on 06 Apr, 2009 06:54 PM.

  3. jp re-opened this discussion on 06 Apr, 2009 08:38 PM

  4. 2 Posted by jp on 06 Apr, 2009 08:38 PM

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    I would like to see HSBC and Zecco added to MD

  5. 3 Posted by Daniel Farner on 06 Apr, 2009 09:35 PM

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    Can Edward Jones investments be added? Their website is www.edwardjones.com?

  6. 4 Posted by Brian Adler on 08 Apr, 2009 05:06 PM

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    HSBC and Zecco do not support direct OFX connections. You can, however, download files from their websites and import them.

    Edward Jones Investments can be added. We will add them Thursday evening.

    Brian Adler Moneydance Support

  7. Brian Adler closed this discussion on 08 Apr, 2009 05:06 PM.

  8. jp re-opened this discussion on 08 Apr, 2009 05:28 PM

  9. 5 Posted by jp on 08 Apr, 2009 05:28 PM

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    How do I tell if my bank supports direct OFX connections?

    Is there anyway the download and import process can be simplified?
    I don't enjoy logging in to my account, downloading my transactions, opening MD and importing and repeating the process for each account.
    Could MD connect automatically (or prompt for a password) and download this information FOR me like Mint.com?

  10. 6 Posted by Brian Adler on 08 Apr, 2009 06:04 PM

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    JP,
    Intuit has a site that lists whether institutions are available for web connections only (downloads from their website) or direct connections. We are exploring the possibility of integrating an internal browser (much as Quicken does for web connections) but with our cross platform support it is a more complicated undertaking.

    Here is intuit's site for checking the status of your bank:

    SITE REDACTED by support person Angie, site is not longer functional

    Any bank at all that is listed here as available for "direct connect" we would be happy to add to our list of supported banks if it is not currently on our list.

  11. Brian Adler closed this discussion on 08 Apr, 2009 06:04 PM.

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