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Mike Wittek

24 Oct, 2020 04:25 PM

Hello Technical Support,
I would like it if you could add Idaho Central Credit Union to the list of your on online supported financial institutions.

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Thanks,
Mike Wittek
Meridian, Idaho

1. 1 Posted by Mike Wittek on 29 Oct, 2020 02:48 AM

   
   
   
   
   
   
   
   
   
   

   On 10/24/20 10:27 AM, Infinite Kind wrote:
   

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   	The Infinite Kind technical support: infinitekind.com/help email: [email blocked]

   Hello Mike Wittek! This is an automated response to let you know that we've received your request: Add New Credit Union and will respond as quickly as possible. Answers to many common questions can be found in our knowledge base and user guide. Based on your support request, we think you may find the following articles from our FAQ helpful: Create, edit or delete Accounts Credit Card Accounts Create, edit or delete Categories We'll send an email to you (at [email blocked]) when we update your support request. Alternatively, you can keep track of this conversation online. Thanks again! Sincerely, The Infinite Kind

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2. 2 Posted by Mike Wittek on 29 Oct, 2020 02:52 AM

   

   Hello Infinite Kind Support,
   Do you have a E.T.A on when this will be completed?

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   Thank You,
   Mike Wittek
   Meridian, ID

   Sent with ProtonMail Secure Email.

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3. Support Staff 3 Posted by Maddy on 29 Oct, 2020 12:37 PM

   

   Hi Mike,
   Thank you for contacting Moneydance support.

   Moneydance only supports automatic downloads using Direct Connect, and unfortunately Idaho Central Credit Union 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.

   Idaho Central Credit Union 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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4. System closed this discussion on 28 Jan, 2021 12:40 PM.