MoneyWell Icon

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.

Select a Financial Institution

To download accounts:

  1. Select File > New Account
  2. Type a partial name to pare down the financial institutions list
  3. Select your financial institution from the list
  4. Make sure Download accounts from selection is the active option
  5. Click Continue
  6. If direct connect is not supported, click Continue and follow the steps in adding an account manually
  7. Type your user name and password
  8. Leave the "Connect As:" set to "Quicken (Mac)" unless you know your bank requires Microsoft Money or supports another client
  9. Click Continue to download your accounts
  10. If successful, you'll be presented with a list of accounts; uncheck any that you don't want to add
  11. Optionally, double-click the account name to change it
  12. 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
  13. 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.

See also

Adding accounts
Deleting accounts
accounts