Add Bank

Billy Mabe's Avatar

Billy Mabe

12 Oct, 2017 07:33 PM

Please add Fidelity Bank NC (https://www.fidelitybanknc.com/) to Money Dance.

  1. Support Staff 1 Posted by Henry on 12 Oct, 2017 08:10 PM

    Henry's Avatar

    Hi Billy,

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. The best way to get your transactions 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.

    It appears that Fidelity Bank of NC is using the Express Web Connect protocol for their connections, but we don't support that feature in Moneydance. There are two methods that personal finance software can use to access your accounts: direct connect and web connect. With web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website. From a user's perspective, these two connections look basically identical. Moneydance only supports automatic connections through direct connect and not web connect. Your bank is using web connect with Quicken.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Henry
    Infinite Kind Support

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