New Customer to Moneydance and Can't get sync with banks
I am new to Moneydance. Can you help me get setup? Can't seem to get downloads.
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Support Staff 1 Posted by Jenny on 16 Mar, 2017 05:33 PM
Hi Sherry,
Did you see my response to your other discussion? If not, my reply might have gone to your spam/junk folder. Sorry for the confusion. I've included my reply below -
Can you let me know which banks you're trying to connect to?
Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.
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). You can find the steps for setting this up outlined in this article.
It's possible your bank may support other connection types, called Web Connect or Express Web Connect. Moneydance only supports automatic downloads via Direct Connect - This is for your 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.
If your bank does not support Direct Connect, you are still able to easily 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. You can find the steps for manually importing your data in this article.
Jenny
Infinite Kind Support
System closed this discussion on 15 Jun, 2017 05:40 PM.