New bank request

Peter Wilson's Avatar

Peter Wilson

14 Oct, 2019 10:02 PM

Hello,
I use AmeriCU Credit Union for most of my banking. Would it be possible to add them for online banking.
Thanks,
Peter Wilson

  1. Support Staff 1 Posted by Maddy on 15 Oct, 2019 09:11 AM

    Maddy's Avatar

    Hi Peter,
    Thank you for contacting Moneydance support.

    It appears AmeriCU Credit Union do support Direct Connect. We will create a connection with this bank, and we'll email to confirm when the connection is available within Moneydance.

    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    You can read more about why we only support this connection type in our blog and also in this article.

    Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.

    We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
    The steps for manually importing your data are outlined in this article from the knowledge base.

    Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the banks site and help to automate the manual import process.

    Thank you for your patience.

    --
    Maddy, Infinite Kind Support

  2. Support Staff 2 Posted by Jenny on 17 Oct, 2019 11:42 AM

    Jenny's Avatar

    Hi Peter,

    I have added a new connection listing for 'AmeriCU Credit Union'.
    This new connection will be available within Moneydance later today or tomorrow. I will email to confirm when this connection is available for you to use.

    Once I've confirmed the connection is available, you can set this up within Moneydance by selecting your account, then navigating to Online --> Set Up Online Banking. Select 'New Connection' and choose 'AmeriCU Credit Union' 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.

    --
    Jenny, Infinite Kind Support

  3. Support Staff 3 Posted by Jenny on 17 Oct, 2019 01:20 PM

    Jenny's Avatar

    Hi Peter,

    The connection for 'AmeriCU Credit Union' is available within Moneydance now.
    You should be able to connect with this bank by following the steps in my last reply.

    Let me know if you have any trouble getting connected (and provide details of the error messages/codes you're seeing) and we can troubleshoot the problems.

    --
    Jenny, Infinite Kind Support

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