tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3413-my-credit-unionInfinite Kind: Discussion 2016-11-30T04:50:14Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/406442172016-08-30T20:41:47Z2016-08-30T20:41:47ZMy Credit Union<div><p>Hi Ken,</p>
<p>Unfortunately, it appears that your bank doesn't support direct
OFX connections, which Moneydance requires in order to talk
directly to a bank. The best way to get your transactions into
Moneydance is to use a web browser to download them from your
bank's web site. You can download into QFX, QIF, OFX or OFC files
(sometimes referred to as 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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian L<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/406442172016-08-31T00:47:58Z2016-08-31T00:47:59ZMy Credit Union<div><p>Thank you Ian,<br>
You make the "using a web browser" sound so easy. I've been using
Quicken and they download with QFX. Shouldn't that work?<br>
Is there any chance I can get a refund?<br>
Ken Thacker</p>
<pre>
<code> From: Ian L <tender+dd6df8956e@tenderapp.com></code>
</pre>
<p>To: <a href="mailto:idahoweedguy@yahoo.com">idahoweedguy@yahoo.com</a> Sent:
Tuesday, August 30, 2016 1:41 PM Subject: Re: My Credit Union [New
Bank Requests #3413]</p>
<p>#yiv6746091738 pre {width:92%;margin:10px 2%;padding:5px
2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6746091738
blockquote {margin-left:0;padding-left:1em;border-left:5px solid
#ccc;}</p></div>kenneth thackertag:infinitekind.tenderapp.com,2009-01-14:Comment/406442172016-08-31T03:45:05Z2016-08-31T03:45:05ZMy Credit Union<div><p>Hi Kenneth,</p>
<p>I would be happy to authorize a refund and I am inclined to
offer you technical assistance first. This is not an attempt to get
out of giving you a refund, if that is what you want let me know
and I will authorize it. However if there is something specific
that I might be able to assist you with, I am at your service.</p>
<p>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.
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. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Unfortunately, your credit union is
using web connect with Quicken.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley