Supported financial institutions

Transaction import from an OFX file

With the recent introduction of OFX format support, Sound Budget can import transactions from any Financial Institution that produces account statements in OFX. Simply download your Money or Quicken file from your bank's website and choose "File" -> "Import...".

Online account and transaction import

For some Financial Institutions Sound Budget offers online import of account and transaction information. This convenient feature enables users to get their financial data with one click of a button: no need to log on to the institution's website, download statements and import them.

Here is a list of supported financial institutions:

• USA Credit Union
• Bank of America (may not work for all users, fix in progress)
• Founders Federal Credit Union

We are continuously developing support for other financial institutions based on our user feedback. We also encourage outside developers to create their own Financial Institution Data Providers to allow Sound Budget users to connect to those Financial Institutions.