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Please add Banks & Credit Cards

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reinyb

28 Oct, 2020 11:41 PM

Please add the following financial institutions for downloading:

Banks:
El Dorado Savings Bank (Northern California)
Grow Financial Credit Union
Navy Federal Credit Union

Credit Cards:

Costco Anywhere Visa Card by Citi
Capital One Visa
Southwest Airlines Rapid Rewards Visa

Thanks in advance,

Reinhold

1. 1 Posted by Melissa on 28 Nov, 2020 01:33 PM

   

   Hi Reinhold,

   Please accept my sincere apologies for the delay getting back to you. I’m afraid that your request for assistance was missed by the support team, and it’s only now we’ve been able to work through the backlog of older discussions. I must apologise again for the poor level of service and lack of support you have received. I’d like to provide assistance if you’re still in a position to work through these issues. Please be assured we are putting systems in place to ensure a higher level of service and speedier responses.

   I am sorry to inform that Moneydance only supports automatic downloads using Direct Connect, and unfortunately El Dorado Savings Bank (Northern California), Grow Financial Credit Union, Navy Federal Credit Union, Costco Anywhere Visa Card by Citi, Capital One Visa, and Southwest Airlines Rapid Rewards Visa 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.

   El Dorado Savings Bank (Northern California), Grow Financial Credit Union, Navy Federal Credit Union, Costco Anywhere Visa Card by Citi, Capital One Visa, and Southwest Airlines Rapid Rewards Visa 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.

   Hope this information helps. Please do let us know again if you have any other queries. Thank you.

   --
   Melissa, Infinite Kind Support

   • Edit

2. Melissa closed this discussion on 21 Jan, 2021 10:22 PM.