Bank Auto download

Terry Blanchard's Avatar

Terry Blanchard

24 Jul, 2016 12:38 AM

Want to switch off of Quicken (due to lack of future support) and am seriously evaluating Moneydance. Have used Quicken over 20 years and have been autodownloading my account transactions successfully from my bank (which is NOT listed on your web site). My bank is Red River Bank, Alexandria, Louisiana

Should I be able to link to my bank with Moneydance for auto downloading?

  1. Support Staff 1 Posted by Ethan on 24 Jul, 2016 01:36 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your bank 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, OFX, OFC, or QIF 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 your bank begins to support direct OFX connections in the future, we will be happy to work with them.

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

    Moneydance Support

  2. Ethan closed this discussion on 24 Jul, 2016 01:36 PM.

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