Easily import data - Easily import data from Quicken Essentials for Mac, Quicken Mac 2007, and Quicken 2010 for Windows or newer versions.
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After connections are enabled, open Moneydance and attempt to connect your account to TD Bank using the Online -> Setup Online Banking menu, and then follow the prompts.If there are difficulties at this step, then we recommend to explain that you wish to use direct connect for a program other than Quicken and it needs to be enabled without using the Quicken approved “one-step update". You will need to refer to Quicken for Windows because Moneydance uses the same OFX protocol to connect. Calling TD Bank (1-87) to enable "Direct Connect services for Quicken 2018 for Windows".This can be done with the following steps:
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Open your Quicken software and look for the file in your computer, in order to upload the file. Hit the Download transactions button to save the file to your computer.
When linking an account in Moneydance to TD Bank you'll need to first enable access to your accounts from Moneydance. For the File Type option, select WEB Connect for Quicken 2018 and above.