[moneydance] OFX file import

Bruce Marshall bmarsh at bmarsh.com
Tue Mar 10 11:08:52 EDT 2009


On Tuesday 10 March 2009, Patrick Williams wrote:
> I downloaded an OFX file from my bank's website for my loan account but
> I can't find a way to upload it into Moneydance

Go into your account...  (checking or whatever)  and then:

file -->  import -->   select your OFX file  --->  select the proper account 
to go with it (you're already there)  and then it will show the transactions 
at the bottom of the register page.

You can record - delete  transactions...   go slow the first time so you don't 
get duplicates but it usually makes some smart choices for you.

In any event, OFX files work like a charm  (at least with my bank)



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