Moneydance not in use by my bank

hlddawley's Avatar


06 Jun, 2016 05:16 PM

Bought moneydance this am and find my bank will not allow this program, They only allow quicken and MoneyManager

  1. 1 Posted by -Kevin N. on 06 Jun, 2016 07:24 PM

    -Kevin N.'s Avatar

    Hi Hubert,

    As a user of Moneydance, it has been my experience that most financial institutions (FI) have never heard of Moneydance and thus automatically state that they don't support connections to their OFX server.

    Moneydance uses the same OFX protocols as Quicken so it should be able to connect.

    Check to see if your FI is listed on the supported FI page:

    If so, see if you can get the required credentials from your FI to sign in. You may just need to tell them that you're using Quicken.

    Worst case scenario is that you'll have to manually import your data from your FI's website. Moneydance can import OFX, OFC, QFX and QIF file formats. It can also import CSV files into Bank and Credit Card accounts thru the use of an extension.

    There may be some other users who are clients of your FI. Maybe if you mention the name of your FI, they could chime in to offer some advise.

    HTH -Kevin N.

  2. System closed this discussion on 02 Oct, 2016 02:37 AM.

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