how to download accounts

Hank's Avatar


11 Nov, 2016 07:54 PM

I want to setup and download credit card accounts, bank account and investment accounts from their online web sites. How do I do that?

  1. 1 Posted by -Kevin N. on 11 Nov, 2016 08:46 PM

    -Kevin N.'s Avatar

    Hi Hank,

    Look to see if your financial institutions (FI) are support by Moneydance for direct-connect.
    Be sure to read the paragraph at the top of the webpage.

    If your FI is not listed, you'll need to manually import a file from your FI's website. (assuming that they provide it)
    You can import OFX, OFC, QFX or QIF file formats. You can also import CSV files into Bank type accounts through the use of a Moneydance extension.

    For more information look the the following KB article:

    Here are some other helpful KB articles:

    HTH -Kevin N.

  2. System closed this discussion on 10 Feb, 2017 08:50 PM.

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