Ian O on 07 Aug, 2018 12:36 PM
Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.
Unfortunately Canadian RBC do not support Direct Connect access. If they begin to support this connection method at any point, we'd be happy to establish a connection with them.
If you've previously connected within other personal finance software, your bank likely supports another connection method - Quicken Connect, Web Connect or Express Web Connect.
Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.
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.
If importing your data manually does not suit your needs, please let me know and I will have your refund processed.
Ian O on 07 Aug, 2018 06:29 PM
If you haven't already, I encourage you to download our free trial version and experiment with the program. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test downloading data from your bank, and importing data from other personal finance software.
If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here.
You can find the Moneydance knowledge base here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.