Ian O on 17 Jul, 2017 08:58 AM
As Kevin has already indicated, it would be useful for you let us know which bank you're trying to connect to?
However, Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.
If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list. You may need to contact your bank to enable Direct Connect access, and for your login credentials (which generally differ from those used for ATM or online banking). You can find the steps for setting this up outlined in this article.
If your bank does not support Direct Connect, you are still able to 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 or OFC 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.