importing bank data

christopher robertson's Avatar

christopher robertson

17 Aug, 2016 12:15 AM

I am trying moneydance and have successfully downloaded my information from quicken. This information, however, is not up to date, and I can't figure out how to download up to date info from my bank and credit cards to moneydance.

  1. Support Staff 1 Posted by Ethan on 17 Aug, 2016 12:30 AM

    Ethan's Avatar


    Does your bank support direct connections ( If so, you can follow these instructions to set up direct connections:

    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,

    Moneydance Support

  2. Ethan closed this discussion on 17 Aug, 2016 12:30 AM.

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