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Using Online Banking
Once Online Banking has been successfully set up for your account, the "Download Transactions" entry in the "Online" popup will be enabled.
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 Downloaded 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.
