Downloading Transactions from Bank

Kathy's Avatar


23 Sep, 2015 05:17 AM

Dumping Quicken...So when I switch to Moneydance and download transactions from the bank, can I specify a time frame so I don't have to duplicate previous months that I already have reconciled in Q?

  1. 1 Posted by Ian L on 23 Sep, 2015 12:41 PM

    Ian L's Avatar

    Hi Kathy,

    If you are downloading directly from within Moneydance, the program is able to automatically deal with duplicates. You won't need to specify a time frame. If you download and import OFX, QFX, or QIF files, you can select the timeframe when generating the file for download from your bank's website.

    What bank are you downloading from? If you let me know that information, I can help you with the best way to get started downloading in Moneydance.

    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 04:59 AM.

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

Keyboard shortcuts


? 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