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My Credit Union

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Ken Thacker

30 Aug, 2016 08:22 PM

After buying Moneydance, I found that my credit union is not listed. It is Potlatch Number One Federal Credit Union, based in Lewiston, Idaho. Is it a big deal to add new one's?

1. 1 Posted by Ian L on 30 Aug, 2016 08:41 PM

   

   Hi Ken,

   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.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   Ian L
   Infinite Kind Support

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2. Ian L closed this discussion on 30 Aug, 2016 08:41 PM.

3. kenneth thacker re-opened this discussion on 31 Aug, 2016 12:47 AM

4. 2 Posted by kenneth thacker on 31 Aug, 2016 12:47 AM

   

   Thank you Ian,
   You make the "using a web browser" sound so easy. I've been using Quicken and they download with QFX. Shouldn't that work?
   Is there any chance I can get a refund?
   Ken Thacker

         From: Ian L <[email blocked]>
    To: [email blocked]
    Sent: Tuesday, August 30, 2016 1:41 PM
    Subject: Re: My Credit Union [New Bank Requests #3413]

    #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;}

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5. 3 Posted by David Hanley on 31 Aug, 2016 03:45 AM

   

   Hi Kenneth,

   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.

   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.

   Please let me know if I can be of further assistance!

   David Hanley
   Infinite Kind Support

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6. System closed this discussion on 30 Nov, 2016 03:50 AM.