Direct connect support

Sam Adams's Avatar

Sam Adams

04 Mar, 2016 03:33 PM

Does this software support direct connect with financial institutions?

thank you,

  1. 1 Posted by David Hanley on 04 Mar, 2016 04:48 PM

    David Hanley's Avatar

    Hi Sam,

    You can view a full list of our current supported financial institutions at the following page on our website:

    http://infinitekind.com/fi

    If your financial institution is not listed there, but does offer an OFX direct connect server for transaction download, we'd be happy to set the connection up. If your financial institution does not offer these services, 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.

    If you haven't already, I encourage you to download our free trial version and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our blog post on the subject.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 03 Jun, 2016 04:50 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac