
Downloading Accounts
MoneyWell talk to your financial institution and download your account information. This also sets up the ability to download transactions once a connection is created. Not all financial institutions support direct downloads but MoneyWell can communicate with hundreds of them that do.
To download accounts:
- Select File > New Account
- Type a partial name to pare down the financial institutions list
- Select your financial institution from the list
- Make sure Download accounts from selection is the active option
- Click Continue
- If direct connect is not supported, click Continue and follow the steps in adding an account manually
- Type your user name and password
- Leave the "Connect As:" set to "Quicken (Mac)" unless you know your bank requires Microsoft Money or supports another client
- Click Continue to download your accounts
- If successful, you'll be presented with a list of accounts; uncheck any that you don't want to add
- Optionally, double-click the account name to change it
- If you have an existing account with the same account number, MoneyWell will try to match it up; you can manually select an existing account in the far right column
- Click Continue to add your accounts
MoneyWell will attempt to download all available transactions for these new accounts. A cash account will also be added automatically if none exists.