San Diego County Credit Union
Is there any way I can find out if they already support OFX?
If an institution already supports OFX, but just isn't on your list, is there any way to add them before you have them on your support list?
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Support Staff 1 Posted by Jenny on 26 Jan, 2016 09:00 AM
Hi Tom,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.
The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.
You can also open your bank's download page directly (after entering the appropriate address in the Account --> Edit Account menu) by going to the menu bar and selecting Online --> Open Account Website, which makes the download process easier.
I hope this information is helpful, please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
Jenny closed this discussion on 26 Jan, 2016 09:00 AM.