how do i link on line banking

Michael Nelson's Avatar

Michael Nelson

03 Jul, 2018 09:38 AM

I am looking for instrcion on how to sync with my bank account

  1. Support Staff 1 Posted by Jenny on 03 Jul, 2018 09:47 AM

    Jenny's Avatar

    Hi Michael,

    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.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like 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 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.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2018 09:50 AM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac