Direct Downloads

Money 4 features the ability to connect directly to many financial institutions via the Internet and update your accounts automatically. First, you need to configure your accounts for online access. You can do it while creating a new account or edit an existing one.

Once you have completed your application for direct download services, your financial institution provides you with a username and password to connect to its download server. Be sure to have the appropriate login details on hand before beginning the setup process.

Configuring an existing account for online access
  1. Select the account in Library and go to Accounts > Edit Account.
  2. Click on the disclosure triangle next to the Account Type field.
  3. Select your bank in the list of financial institutions. To find it more easily, use the Search line above the list. (If your bank supports the direct download feature but is not on our list, please contact us at support@jumsoft.com)
  4. Enter the username and password provided by your bank, choose the date of the earliest transactions to be downloaded, and click Done.
  5. If multiple accounts are available for download, you will be asked which one to use. Select the account that corresponds to the Money account you are configuring.

Transactions are downloaded using the Open Financial Exchange (OFX) data-stream format, which is not supported by all financial institutions (and some banks may charge a fee for this service). Please be aware that Jumsoft does not guarantee online access for all accounts.

Downloading transactions directly
  1. In Library, select an account that has been configured for online access.
  2. Select Accounts > Download Transactions.
  3. The Import sheet will appear. Click the disclosure triangle next to the account name to see the full transaction list.
  4. Select relevant transactions, edit data, apply import rules, etc. When you are finished, click Done.
  5. The downloaded transactions will be added to the Money 4 account.