MoneyWell supports the OFX Direct Connect standard and can download your financial transactions directly from hundreds of financial institutions. This is a service that is typically only supported by financial institutions in the United States and you need to sign up for it before MoneyWell can talk to your bank.
Check out our Financial Institutions List to see which ones offer this service.
You can also download transactions manually from most financial institutions. The most common formats are OFX/QFX, QIF, and delimited files. MoneyWell can read any of these formats. Just visit your bank’s website, download the file, and drop it on the MoneyWell Dock icon or use File > Import to load your information.
For more information about connecting to your bank or to troubleshoot common problems, see Direct Connect Banking.