Moneyspire Connect

(Screenshot of Moneyspire connect setup window)

page54image39571728
 
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 United States and around the world, and we are always adding support for additional banks.

You can learn more at https://www.moneyspire.com/moneyspire-connect

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 Add connection button to add a new connection.

  4. Once the connection is added click the Link button next to the account

    connection to link it to an account in the register.

*You can click the Reset connections button to delete all your bank connections and start over.

 

(Screenshot of add connection window)

page55image39434880
 
 
(Screenshot of link account window)
 
page56image39502032
 
 

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.