Online Banking and Bill Pay

Using Moneydance with online services including downloading or importing transactions and online bill payment.

Automatic Downloads
How does Moneydance download transactions from my bank? Moneydance supports automatic downloads to many banks and financial institutions using a connect...
Thu, 6 May, 2021 at 12:10 PM
Direct Connect
Moneydance can connect directly to bank servers using the standard OFX protocol. Using this protocol allows apps such as Moneydance to download transactions...
Mon, 19 Apr, 2021 at 1:26 PM
Importing QIF, OFX or QFX files
If your bank does not support automatic downloads using Direct Connect, you can still easily import your data into the program. You can use a web browser to...
Mon, 19 Apr, 2021 at 1:28 PM
Importing CSV files
The CSV (comma separated values) format is essentially a table of rows and columns, like a spreadsheet. It is very versatile and not specifically designed t...
Mon, 19 Apr, 2021 at 1:28 PM
Recognise Downloaded Data
When you download transactions they are initially "Unconfirmed". This is signified by a solid blue dot. Any accounts that contains Unconfirmed...
Mon, 19 Apr, 2021 at 1:29 PM
Confirm Downloaded Data
Once you have downloaded or imported new transactions you will accept them (or “confirm” them) into your register. To begin the confirmation process, cl...
Mon, 19 Apr, 2021 at 1:30 PM
Online Bill Payment
Moneydance supports connections with your bank using Direct Connect.   However, not all banks that support Direct Connect will also support Bill Pay using ...
Tue, 20 Apr, 2021 at 1:01 PM
Express Web Connect
What is Direct Connect? Back in the 2000s the only way to automatically download transactions from a bank into personal finance software was to use OF...
Thu, 6 May, 2021 at 9:37 AM
Recreate Bank Connection
If you're seeing an unexpected error when connecting to your bank using Direct Connect, you may need to update your bank connection settings. By fo...
Thu, 6 May, 2021 at 11:09 AM