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Financial institution not listed

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Bruce Welch

23 Jun, 2012 10:46 PM

CONESTOGA BANK is not listed in Moneydance for direct connect via OFX. I talked to the branch manager who phoned their tech support line. They are clueless.

1. Support Staff 2 Posted by Ethan Tupelo on 24 Jun, 2012 01:14 AM

   

   Hello,

   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.

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

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Ethan Tupelo
   Moneydance Support

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2. Ethan Tupelo closed this discussion on 24 Jun, 2012 01:14 AM.

3. Bruce Welch re-opened this discussion on 24 Jun, 2012 04:41 PM

4. 3 Posted by Bruce Welch on 24 Jun, 2012 04:41 PM

   

   Thanks for the quick (disappointing) response. And thanks for the detailed "plan B".

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5. Scott Meehan closed this discussion on 25 Jun, 2012 01:31 AM.

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