tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/141-ascensusInfinite Kind: Discussion 2015-05-25T17:23:30Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-23T21:51:05Z2015-05-24T13:37:03ZAscensus<div><p>Attempting to switch from Quicken (user for over 20 years).
Managing to make progress in a numbr of areas. However, I do not
see anyway to log onto Ascensus. GE uses them in some of the
retirement programs. Any ideas or direction? Thanks to</p></div>Bobtag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-25T10:31:56Z2015-05-25T10:31:56ZAscensus<div><p>Hi Bob,</p>
<p>Unfortunately, it doesn't appear that Ascensus supports direct
OFX connections, which Moneydance (and other financial software)
requires in order to talk directly to a bank. The best way to
get your transactions into Moneydance is to use a web browser to
download them from your bank's web site. You can download
into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken
or MS Money files), any of which will import cleanly into
Moneydance. You can also open your bank's download page
directly (after entering the appropriate address in the
Account->Edit Account menu) by going to the menu bar and
selecting Online->Open Account Website.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-25T14:08:23Z2015-05-25T14:08:24ZAscensus<div><p>I truly appreciate the response. If you have a moment, can you
tell me why Quicken is able to download from them? I have been able
to for several years. I will use your work around for now.<br>
Once again, thank you<br>
Bob</p>
<p>Bob Mathews<br>
“Run the first two-thirds of the race with your head and the
last third with your heart.” – Unknown</p>
<p>408.406.2107</p></div>Bob Mathewstag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-25T14:20:42Z2015-05-25T14:20:42ZAscensus<div><p>Hello Bob,</p>
<p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files, automating the
process that you would normally do manually. Direct connect
actually connects to a server at your bank instead of their website
and usually requires different login credentials than you would use
to log into your banks website. Moneydance only supports automatic
connections through direct connect and not web connect, as web
connect is unfortunately a propitiatory protocol owned and
maintained by Quicken. You can still download OFX, QFX, QIF, and
OFC files files from your bank and import them, but there's
currently no way to do this automatically from within
Moneydance.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-25T14:37:16Z2015-05-25T14:37:16ZAscensus<div><p>Thank you again. Last question. Is either more secure?</p>
<p>Bob Mathews<br>
“Run the first two-thirds of the race with your head and the
last third with your heart.” – Unknown</p>
<p>408.406.2107</p></div>Bob Mathewstag:infinitekind.tenderapp.com,2009-01-14:Comment/369217662015-05-25T17:23:30Z2015-05-25T17:23:30ZAscensus<div><p>Hi Bob,</p>
<p>They both typically use the same type of security, so one isn't
particularly more secure than the other, if at all. Banks generally
take security pretty seriously as well.</p>
<p>Please let us know if we can be of further assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan