how to import bank data transactions to moneydance

Ila Sender's Avatar

Ila Sender

11 Jul, 2021 09:06 PM

I've downloaded moneydance.
 Now how do I import my banking data to reconcile in moneydance?

  1. 1 Posted by Ila Sender on 11 Jul, 2021 09:08 PM

    Ila Sender's Avatar

    how to import bank data to moneydance

  2. 2 Posted by Ila Sender on 11 Jul, 2021 09:08 PM

    Ila Sender's Avatar

    import banking data to reconcile in moneydance

  3. Support Staff 3 Posted by Ethan on 11 Jul, 2021 10:46 PM

    Ethan's Avatar

    Hello,

    If your bank supports direct connections, you can use these instructions to connect directly from the program to your bank: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/d...

    If your bank does not support direct connections, you can manually download your transactions from your bank's website and import them into Moneydance: https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    To reconcile an account: https://infinitekind.tenderapp.com/kb/register-and-transactions/rec...

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  4. Ethan closed this discussion on 11 Jul, 2021 10:46 PM.

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