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

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
Screenshot of Add Connection Window
Screenshot of Link Account Window
Screenshot of Link Account Window

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.
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