downloading bank transactions

Tim's Avatar

Tim

Nov 23, 2016 @ 12:01 AM

I thought I saw in the advertising for moneydance that the only way you can download bank/investments from your bank is direct connect.
Is that right?
My bank charges 10.00 a month for that.

  1. 1 Posted by -Kevin N. on Nov 23, 2016 @ 12:27 AM

    -Kevin N.'s Avatar

    Hi Tim,

    Provided your bank provides them, you can manually import OFX, OFC, QFX and QIF files. You can also import CSV files with the help of a Moneydance extension.

    $10.00 a month to access your own data... I'd change banks.

    -Kevin N.

  2. 2 Posted by tim jorve on Nov 23, 2016 @ 12:30 AM

    tim jorve's Avatar

    Thanks,

    I just looked up my current account and it looks like I’m currently activated with direct connect.

    tim

  3. System closed this discussion on Feb 22, 2017 @ 12:30 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac