Using Online Banking
Once Online Banking has been successfully set up for your
account, the Online drop-down menu items "Download
transactions" and "show online transactions" will no longer
be grayed out.
Click "Download transactions" to connect to your financial
institution and get a list of new transactions since your
last download. You can modify these transactions, delete or
record them as seems appropriate for your records, using the
exact same interface as a web-based OFX file import.
Click "Show Online transactions" to display the list of all
transactions you have downloaded but not yet deleted or
recorded. Use this to finish resolving a "download
transactions" action if you had to stop partway through.
Moneydance attempts to recognize and auto-categorize
transactions with similar payees and amounts, so once you
have assigned a category by hand to a transaction you can
expect Moneydance to "guess" the same category for later
similar transactions.
Also, Moneydance will attempt to match transactions in the
download to similar transactions already in your account
register. You can override or ignore this matching by
selecting "no match" from the drop-down list in the Import
dialog.