12/3/2023 0 Comments Moneydance 2017 to 2019![]() Set File Source as “From a Downloaded File” and adjust the other options as necessary, then click OK. In the Import To field, check the Existing Account box and select the appropriate account from the list. Importing Quicken™ Interchange Format (.QIF) If the correct account is not currently visible, select the account to which you wish to import and click “OK.” Moneydance will attempt to match the imported account with your existing accounts and should identify the correct account in subsequent imports. ![]() Importing Open Financial Exchange (OFX) and Open Financial Connectivity (OFC) or QFX files From here the process differs depending on what type of file you are importing - QIF or OFX, OFC, and QFX files. The “Import file” dialogue box will appear. If your browser does not offer this option save the file on your computer, then import the file by opening Moneydance and dragging the downloaded file into the Moneydance program window, or by navigating to File -> Import. If your web browser prompts you in this manner select “Moneydance”. If your financial institution does not support Direct Connect access, as detailed in this article, you can download data from your financial institutions website.Īfter downloading data, many web browsers will automatically ask which program you want to use to open the downloaded file. You can find more information about Moneydance 2017 online banking features below - Performing a manual import. ![]() Please refer to the more recent knowledge base articles on this pageĬan I automatically download transactions from my financial institution?
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