Bank statements

Michelle's Avatar

Michelle

05 Aug, 2016 07:39 PM

Hello,

Can you please clear something up. When programming to our banks, this will enter all transactions. I using Quicken you have to enter each transaction in the computer.

Thank you

  1. Support Staff 1 Posted by Ethan on 09 Aug, 2016 01:51 AM

    Ethan's Avatar

    Hello,

    If your bank supports direct connections (see the list at http://infinitekind.com/fi), you can set up direct connections with your bank to download your transactions by following the instructions at http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

    If your bank doesn't support 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,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 09 Aug, 2016 01:51 AM.

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