banks

Amy Sawyer's Avatar

Amy Sawyer

09 Jun, 2018 09:13 PM

Hello,

I am very interested in purchasing Moneydance however I have read multiple threads that there are limited banks that will sync with Moneydance. I use a smaller regional bank and I would like to know if it is compatible before purchasing the software. Do you have a list of banks or can I ask if Mountain West Bank (eastern WA and north ID) will work with this software? One of the main things that has me interested in Moneydance is the banking auto-sync feature, so if it doesn't support my bank, that is important for me to know ahead of time.

Thanks!

  1. Support Staff 1 Posted by Ethan on 09 Jun, 2018 09:43 PM

    Ethan's Avatar

    Hello,

    The full list of banks that offer direct connections (that we know of) can be found at http://infinitekind.com/fi

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance 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, OFX, OFC, or QIF 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,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 09 Jun, 2018 09:43 PM.

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