Which financial institutions support direct connect to MoneyWell?
Direct connect banking is convenient because you can click one button and have MoneyWell do all the rest of the work. Not all banks support direct connect because they have to have a special OFX server and only a small percentage of financial institutions spend money on this convenience.
Check out our Direct Connect Financial Institutions List to see if your bank is supported.
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Getting Started with MoneyWell
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Tips and Tricks
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Common Questions and Answers
- How do I get my license?
- How are favorites matched using an alias? / Can I automatically assign a bucket during an import or download?
- How do I combine buckets in MoneyWell? / Why can't I delete buckets in MoneyWell?
- Can I use the +/- keys or up/down arrow keys to change the date?
- Where does MoneyWell store my data?
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Cash Flow and Bucket Amounts
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Transactions and Account Balances
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Direct Connect Banking
- Which financial institutions support direct connect to MoneyWell?
- Common Direct Connect Error Codes
- Why doesn't MoneyWell support direct connect banking with my bank when online services seem to work?
- Why do I get error 15500 when trying to download transactions?
- Why do I get error 2000 when trying to download transactions?
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