On Line banking with Moneydance?

Charles 's Avatar


24 Jan, 2017 02:52 PM

Does money dance connect with online banking in the same format as quicken?
Does it emulate Quicken's communication protocol so I can use it with my current Credit Union's quicken file protocols?
The offer no other choice, quicken or manually download files 1 by 1...

  1. Support Staff 1 Posted by Jenny on 24 Jan, 2017 03:09 PM

    Jenny's Avatar

    Hi Charles,

    If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from Quicken.
    If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.

    Moneydance supports automatic downloads via Direct Connect. You can view a list of financial institutions that support this feature here - http://infinitekind.com/fi

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list. You may need to contact your bank to enable Direct Connect access, and for your login credentials (which generally differ from those used for ATM or online banking).

    If your bank does not support Direct Connect, you are still able to import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    There is another connection type used by Quicken and some other personal finance software, called Web Connect. Moneydance only supports automatic downloads via Direct Connect - This is for security, and you can read more about why we only support this connection type in our blog and also in this article. By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    Infinite Kind Support

  2. System closed this discussion on 25 Apr, 2017 03:10 PM.

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