new institution

ken hicks's Avatar

ken hicks

05 Oct, 2019 10:11 PM

Am I able to connect to Puget Sound Cooperative Credit Union in Bellevue, Wa.

  1. Support Staff 1 Posted by Maddy on 06 Oct, 2019 11:15 AM

    Maddy's Avatar

    Hi Ken,
    Thank you for contacting Moneydance support.

    Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on this page.

    Puget Sound Cooperative Credit Unionis are listed, so you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?

    When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by ken hicks on 07 Oct, 2019 07:57 PM

    ken hicks's Avatar

    thanks maddy

  3. Support Staff 3 Posted by Maddy on 07 Oct, 2019 08:09 PM

    Maddy's Avatar

    You are welcome, Ken!
    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  4. Maddy closed this discussion on 07 Oct, 2019 08:09 PM.

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