My bank does not appear in the list of financial institutions in the "Setup Online Banking" window. How can I connect to them?
Moneydance can connect to financial institutions that allow
direct connections to their
services via the OFX protocol. If your bank is not listed in the
list of available financial
institutions online listing,
please email support@moneydance.com to
request that we add support for your bank.
Some banks do not support direct OFX connections, which
Moneydance (and other financial software) requires in order to talk
directly to a bank. Frequently banks that do not support direct
connections usually provide web-based downloads of
transactions/statements from their web site. Moneydance can import
virtually
any type of transaction file, including QIF, OFC, OFX, and QFX.
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Basics
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Frequently Asked Questions
- Can I set a Starting Balance for my checking/savings/etc. Account?
- Can you change the word "Check" to "Cheque" anywhere in the programme?
- Does Moneydance allow for assigning 'classes' to transactions?
- How can I add extra principal payments to a Mortgage?
- How can I edit the items that show up in the "Check#" list (i.e., , Dep, Trn, etc.) ?
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Moneydance 2012
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Documentation
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iPhone, iPad, and iPod Touch app instructions
- Video Tutorial- How to Sync Moneydance 2011 and earlier via Dropbox with you iPhone, iPad, or iPod Touch
- How to sync with Moneydance 2008, 2010, and 2011
- How do I delete a transaction on the iPhone, iPad, or iPod touch?
- How to sync with Moneydance 2012
- How to sync one data file with multiple iOS devices using different Dropbox accounts
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Importing data from other programs
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Investments
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Linux
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Advanced Topics