New Bank Request

Salvatore Ingaro III's Avatar

Salvatore Ingaro III

21 Mar, 2017 03:42 AM

Will you support synchronization w/ GoBank?

  1. Support Staff 1 Posted by Ian O on 21 Mar, 2017 11:24 AM

    Ian O's Avatar

    Hi Salvatore,

    Moneydance supports automatic connections via Direct Connect and you can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

    Without Direct Connect, 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 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, which makes the download process easier.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by Salvatore Ingar... on 22 Mar, 2017 03:45 PM

    Salvatore Ingaro III's Avatar

    Hello - Please verify if Bank of America supports automatic connections via Direct Connect as a list of financial institutions within Moneydance?

    Regards,

    Sal

    ________________________________

  3. Support Staff 3 Posted by Ian O on 22 Mar, 2017 03:46 PM

    Ian O's Avatar

    Hi Sal,

    Bank of America has recently discontinued their support for new direct connect activations. However, if your account was activated for direct connect before they turned off support, you should still be able to connect in Moneydance. If this is the case, please advise and I can provide the advanced setup for this.

    If you haven't enabled OFX services with Bank of America previously, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files, any of which will import cleanly into Moneydance.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

Reply to this discussion

Internal reply

Formatting help / Preview (switch to plain text) No formatting (switch to Markdown)

Attaching KB article:

»

Attached Files

You can attach files up to 10MB

If you don't have an account yet, we need to confirm you're human and not a machine trying to post spam.

Keyboard shortcuts

Generic

? 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