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Need my 401K Bank added

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gjgreenwood

03 Mar, 2020 09:46 PM

My work has Alight Solutions as the Financial Institution for my 401k. They have instruction on setting up quicken with them. When I search to add them to my Money Dance I can not find Alight Solutions. The error said to request they get added. can you add them?

1. Support Staff 1 Posted by Maddy on 04 Mar, 2020 04:29 PM

   

   Hi Gary,
   Thank you for contacting Moneydance support.

   Moneydance only supports automatic downloads using Direct Connect, and unfortunately Alight Solutions don't support this connection method. If they begin to support Direct Connect at any point, we'd be happy to establish a connection with them.

   Alight Solutions may use other connection methods that Moneydance does not support, called Web Connect and Express Web Connect.
   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.

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

   --
   Maddy, Infinite Kind Support

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2. System closed this discussion on 03 Jun, 2020 04:30 PM.