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New Bank Request

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Matt

04 Feb, 2016 03:15 AM

Hi Support,

Could you please add the following bank to your supported list?

Security First Bank
2301 N 6th St
Beatrice, NE 68310
https://security1stbank.com

For what it's worth, their online banking talks about a Quicken Web Connection option.

Thanks,
Matt

1. Support Staff 1 Posted by Jenny on 04 Feb, 2016 10:07 AM

   

   Hi Matt,

   There are two methods that personal finance software can use to access your accounts: Direct connect and Web connect.

   With Web connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. This is likely what you were using with Quicken.

   Direct connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website.

   Moneydance only supports automatic connections through direct connect and not web connect.

   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.

   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

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2. System closed this discussion on 05 May, 2016 10:10 AM.