UK Bank connections

Keith Barber's Avatar

Keith Barber

27 Dec, 2021 12:23 PM

I'm thinking of switching to Moneydance but found a comment suggesting it may not be possible to connect to some (perhaps many) UK banks. Can you confirm the present situation please (with particular reference to TSB and HSBC)?

Many thanks.

  1. 1 Posted by derekkent23 on 27 Dec, 2021 02:52 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Keith

    Moneydance has just release a new feature called Moneydance+.
    Moneydance+ is an optional extra using a third party Plaid to connect financial institution. As it’s using a third party there is a monthly fee.
    In the UK Plaid provides data to Moneydance+ using open banking but its not generally released yet, it’s in the beta stage.
    I am beta testing and its working for me with Santander UK.
    I don’t know what the fee will be in the UK but in the US its $2 per month.

    In the mean time you should be able to sign into your online account and download a transaction file and import it into Moneydance at no cost. see this support article https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/m...

    Hope this helps.

  2. System closed this discussion on 28 Mar, 2022 03:00 PM.

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