Canadian Banks and importing data

Terry Mitterer's Avatar

Terry Mitterer

21 Sep, 2015 07:37 PM


I am a long time Quicken user and will be switching so I am looking for best alternative. Here are a few questions that come to mind...
1) Are Canadian Banks supported?
2) Does Quicken data MORE OR LESS CONVERT 1 TO 1 - ie categories
3) Does mobile version work in Canada?

Terry Mitterer

  1. 1 Posted by Ian L on 23 Sep, 2015 01:25 PM

    Ian L's Avatar

    Hi Terry,

    The mobile version of the app does work in Canada. As far as directly connecting, we do support connections to Tangerine Bank. Unfortunately, don't know of any other Canadian banks that support direct OFX connections, which Moneydance requires in order to talk directly to a bank. The best way to get your transactions from other banks into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance. You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    Importing from Quicken can be a bit tricky. We have detailed instructions for the process on our website here. There are some errors that can happen in the importing process that are prevented by following the instructions on that page.

    Hope that helps. Please let me know if I can be of further assistance, and thanks for using Moneydance.

    Infinite Kind Support

  2. Ian L closed this discussion on 23 Sep, 2015 01:25 PM.

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