Moneyspire Connect

Moneyspire Connect allows you to download transactions directly from your financial institution through a secure encrypted Internet connection with a single click, instead of having to manually import transactions or enter transactions manually.

Moneyspire Connect supports over 15,000 financial institutions in the U.S. and around the world, and we are always adding support for additional banks.

Moneyspire Connect is similar to Quicken Express Web Connect/Quicken Connect. Moneyspire Connect is a great solution for users who want to automatically download their transactions.

You can learn more at

To enable this feature in Moneyspire

  1. Click the Tools->Moneyspire Connect Setup menu option.

  2. Sign in with your Moneyspire Connect username and password.

  3. Click the New button to add a new connection.

To download your transactions from Moneyspire Connect

  1. Select the File->Import Moneyspire Connect menu option.

  2. Then follow the on-screen instructions to complete the process.

You may also change your Moneyspire Connect password from the Tools->Moneyspire Connect Setup menu option.