![]() ![]() It happens automatically, so you don’t have to go out to your bank’s website and download anything. This feature allows Moneyspire to connect directly with your financial institution and import transactions. Direct Connect – Over 1200 financial institutions support Direct Connect.This method works with almost every financial institution on the planet. This is a quick and easy way to get all your transactions into Moneyspire, with no extra fees or setup. Then open the file with Moneyspire and it will import all your transactions. Manual Download – You can download a QFX, QIF, or CSV file from your bank’s website.Manual – You can enter transactions manually, one at a time, into any account in Moneyspire.There are four main ways to get transactions from your financial institution into Moneyspire: If your bank does not support direct connect, there are alternative methods for automatically downloading your transactions into Moneyspire. You can see a list of banks that support Direct Connect here. ![]() Moneyspire also supports Direct Connect and Online Bill Pay. It allows you to download transactions in QIF, OFX, QFX, and CSV formats. Here are a few screenshots of the major features: There is also a mobile companion app, currently available for iOS (iPhone & iPad)
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