downloading from banks - nationwide and nat west

Ann Evans's Avatar

Ann Evans

30 Oct, 2016 11:28 AM

when logged onto nationwide account if i choose download - do i need a CSV or an OFX file? i tried both, but neither appeared on my screen into my nationwide account. i'd appreciate your help

  1. Support Staff 1 Posted by Jenny on 30 Oct, 2016 11:47 AM

    Jenny's Avatar

    Hi Ann,

    We recommend using either OFX or QFX files (or QIF files) for importing your data whenever possible. OFX and QFX files are the best format, with QIF files being the second best and CSV files being a distant third. The import process for CSV files is much more involved that any other standard format.

    You should download your data into OFX format. This will save a .OFX file to your system, which you can then import by either opening Moneydance and dragging the downloaded file into the Moneydance program window, or by navigating within Moneydance to File --> Import. You'll find screenshots of the import window in this article.

    Please let me know if you have further questions, or continue to encounter issues.

    Infinite Kind Support

  2. System closed this discussion on 29 Jan, 2017 11:50 AM.

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