New Connection

RJ Clancy's Avatar

RJ Clancy

12 Feb, 2018 03:23 PM

I don;t see Trustco Bank, Schenectady, NY in the list. Can it be added?

  1. Support Staff 1 Posted by Ian O on 12 Feb, 2018 03:44 PM

    Ian O's Avatar

    Hi RJ,

    Moneydance supports automatic downloads via Direct Connect, and unfortunately Trustco Bank do not support this connection method. If they decide to support this connection method in future we'll be happy to assist in setting up a connection.

    Without Direct Connect, you are still able to easily import your data into the program. 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 14 May, 2018 03:50 PM.

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