![]() Online -> Download AccountName Transactions menu, or ⌘D. ![]() Once Online Banking has been setup, you can download your data by selecting the Also give me the login credentials I need to connect to this service." Using Direct Connect. " Please enable Direct Connect on my account so that I can connect to your servers directly with Quicken. Calling your bank and stating precisely the following should get you started. Moneydance uses exactly the same OFX server connection protocol for Direct Connect as Quicken, however frequently bank representatives do not know this and mistakenly believe that you can not connect in Moneydance. You can accomplish this by asking your bank to set up your account for "Direct Connect from Quicken". Most banks require you contact them to enable your accounts for Direct Connect, before you can begin to download your data. When you enable your account for Direct Connect access, your financial institution should let you know which login details to use. You'll then be prompted for your ID and Password.ĭirect Connect sometime uses different login details than are used at ATMs or your bank's web site. Select "Next" then specify the account you'd like to download the data into. Then navigate to Online ->Set Up Online Banking->Connect to OFX ServiceĬhoose your financial institution from the list. Highlight the account name in the left sidebar. If your bank is listed on this page, we have already established a connection with them which will allow you to automatically download your data. ![]() Using this protocol allows apps such as Moneydance to download transactions from various account types as well as manage bill payment, if supported by the bank's server. Moneydance can connect directly to bank servers using the standard OFX protocol. ![]()
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