tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1415-financial-institution-infoInfinite Kind: Discussion 2016-05-15T23:30:22Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391675642016-02-14T22:51:03Z2016-02-14T22:51:04ZFinancial Institution info<div><p>my Canadian bank not listed</p></div>Guytag:infinitekind.tenderapp.com,2009-01-14:Comment/391675642016-02-14T22:51:59Z2016-02-14T22:51:59ZFinancial Institution info<div><p>Hi Guy,</p>
<p>Can you give me the name(s) of the financial institution(s)
you're trying to connect to?</p>
<p>Thanks!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/391675642016-02-14T23:00:56Z2016-02-14T23:00:56ZFinancial Institution info<div><p>Bank of Montreal</p>
<p>Sent from my iPhone</p></div>Guy Bellerbytag:infinitekind.tenderapp.com,2009-01-14:Comment/391675642016-02-14T23:24:50Z2016-02-14T23:24:50ZFinancial Institution info<div><p>Guy,</p>
<p>Unfortunately, it doesn't appear that Bank of Montreal supports
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.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them. Sadly there has been
very little adoption of the OFX direct</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley