Maddy, Infinite Kind are sorry to hear about your negative experience and we do respect your opinion in this regard. Please note that one can subscribe to Moneydance+ to obtain automatic downloads but there is no obligation. This is an (optional) subscription service that allows you to download transactions from your banks using the Plaid aggregator. You can read more about Moneydance+ in this blog post.Īlternatively, we'd recommend importing your data manually. You can download it using the OFX or QFX file format, if available. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File -> Import.Īdditionally, multiple major banks have contacted us to indicate that they are moving away from OFX and will eventually stop running their servers (so this doesn't apply exclusively to Chase or Schwab, for instance).
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We have met with many of them about alternative methods of connecting and even joined as full members of the Financial Data Exchange (FDX: ). We were clear that our preference is for Moneydance, on your computer, to connect directly to their services, avoiding any "middle men" or aggregators, as they are called. These banks want us to use the aggregators if we want to connect directly to them or there would be an indeterminate delay on being allowed to do so. That's another thing about the newer protocols like FDX or the EU and UK's Open Banking initiatives - they are more secure, but clients usually need to be registered and authorised to connect, so we would need explicit approval from each bank and it was clear that that approval was not going to be easy to get. We don't really blame the banks, as it is so much easier for them to deal with a few major aggregators rather than hundreds or thousands of different software vendors.
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