Moneydance 2022 and newer versions include a new (optional) subscription service called Moneydance+. The steps for importing CSV files are outlined in this article. However, the import process for CSV files is much more involved than any other standard format.įor this reason, we recommend using OFX, QFX, or QIF files whenever possible. You can also download and import CSV files. You can follow the steps in this article to import transactions downloaded from your bank's website. You can download OFX, QFX or QIF files from your banks website. If your bank doesn't support Direct Connect, you are still able to download your transactions for free. You can email or create a discussion on the support forum. If your financial institution has advised they support OFX Direct Connect access, but they are not shown on the supported list - please contact us. If your bank only supports these connection methods, you'll be unable to use Direct Connect. It's important to note that there are other connection methods (sometimes used by other personal finance programs) called Web Connect and Express Web Connect. If your bank is listed, you can follow the steps in this article to set up Direct Connect. On this page you can check which financial institutions we have already established a connection with. Using Direct Connect allows Moneydance to connect to a server at your bank (instead of their website) and usually requires different login credentials than you would use to log into your bank's website. You can download information through Direct Connect into bank, credit card, and investment accounts if your bank supports this service. Moneydance supports free automatic downloads to many banks and financial institutions using a connection called OFX Direct Connect. There are three ways to download your transactions into Moneydance - OFX Direct Connect
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