Archive - Moneydance 2017 - Online Banking
This is an archived document. Please refer to the more recent knowledge base articles on this page
Can I automatically download transactions from my financial institution?
You can find more information about Moneydance 2017 online banking features below -
Performing a manual import -
If your financial institution does not support Direct Connect access, as detailed in this article, you can download data from your financial institutions website.
After downloading data, many web browsers will automatically ask which program you want to use to open the downloaded file. If your web browser prompts you in this manner select “Moneydance”.
If your browser does not offer this option save the file on your computer, then import the file by opening Moneydance and dragging the downloaded file into the Moneydance program window, or by navigating to File --> Import.
The “Import file” dialogue box will appear. From here the process differs depending on what type of file you are importing - QIF or OFX, OFC, and QFX files.
Importing Open Financial Exchange (OFX) and Open Financial Connectivity (OFC) or QFX files
Moneydance will attempt to match the imported account with your existing accounts and should identify the correct account in subsequent imports. If the correct account is not currently visible, select the account to which you wish to import and click “OK.”
Importing Quicken™ Interchange Format (.QIF)
In the Import To field, check the Existing Account box and select the appropriate account from the list. Set File Source as “From a Downloaded File” and adjust the other options as necessary, then click OK. Do NOT check the “Import Account Info Only” box.
Using the Open Account Website tool -
Clicking Online → Open Account Website will automatically open your browser to a page you've pre-set. Designate the page you'd like this function to open (your bank's home-page, a link to your transfer file, etc.) by typing in the URL once as prompted.
To edit the account website, go to Account → Edit Account and enter the new URL in the Website field. If you have not yet entered a web address for an account, clicking Online → Open Account Website will display the following where you can enter the appropriate web address -
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Purchasing and Upgrading
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Getting Started
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Accounts and Categories
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Register and Transactions
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Online Banking and Bill Pay
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Moneydance+
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Popular Banks
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Navigating Moneydance
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Budgeting
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Reminders
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Graphs and Reports
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Syncing and Sharing Data
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Backups and Exporting
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Investment Accounts
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Loan Accounts
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Currency and VAT/GST
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Importing Data from Other Programs
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Customizing and Preferences
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File Locations and Changes
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Foresight
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Extensions
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Linux
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Older Versions
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ARCHIVE - Getting Started
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ARCHIVE - Moneydance 2017
- Archive - Moneydance 2017 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2017 from Moneydance 2012, 2014 and 2015
- Archive - Upgrading to Moneydance 2017 from Moneydance 2011 or earlier
- Archive - Changing colours and theme in Moneydance 2017
- Archive - Sharing data using the Moneydance 2017 syncing engine
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ARCHIVE - Moneydance 2014 and 2015
- Archive - Moneydance 2015 license keys and upgrade policy
- Archive - Upgrading to Moneydance 2015 from Moneydance 2012 and 2014
- Archive - Upgrading to Moneydance 2015 from Moneydance 2011 or earlier
- Archive - Opening a backup file in Moneydance 2015
- Archive - How to restore from a checkpoint in Moneydance 2012 and 2014
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ARCHIVE - Program Basics
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ARCHIVE - Account Basics
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ARCHIVE - Entering Transactions
- Archive - Does Moneydance allow for assigning 'classes' to transactions?
- Archive - How do I get the Register to auto fill todays date instead of the last entered date?
- Archive - How do I move a transaction to a different account?
- Archive - How do I enter my Paycheck?
- Archive - How do I create a split transaction?
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ARCHIVE - Online Banking
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ARCHIVE - Mobile
- Archive - Syncing Moneydance 2015 with your Mobile Device
- Archive - Syncing Moneydance 2012 and 2014 with your Mobile Device
- Archive - How to sync with Moneydance 2008, 2010, and 2011
- Archive - How do I delete a transaction on the iPhone, iPad, or iPod touch?
- Archive - How to sync one data file with multiple iOS devices using different Dropbox accounts
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ARCHIVE - Budgeting and Reminders
- Archive - Creating reminders (automatic repeating transactions or notes)
- Archive - Creating a budget using the 'Newer' format
- Archive - Creating a budget using the 'Mixed Interval' (Older) format
- Archive - What's the difference between a General and Transaction reminder?
- Archive - How do I have a reminder automatically entered into my register?
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ARCHIVE - International Tools
- Archive - Setting up VAT/GST
- Archive - Can you change the word "Check" to "Cheque" anywhere in the programme?
- Archive - How can I enter the exact amounts on both sides of a foreign currency transfer?
- Archive - My household/country/company uses a fiscal year instead of a calendar year. Can I do this in Moneydance?
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ARCHIVE - Investments
- Archive - How do I add Securities to a new Investment Account?
- Archive - How can I import security, stock or mutual fund prices?
- Archive - Entering your current holdings
- Archive - Creating a new investment subtype
- Archive - Downloading security, stock or mutual fund prices from non-US stock exchanges
- View all (5 more)
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ARCHIVE - Extensions
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ARCHIVE - Everything Else