tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/143-university-fcu-does-not-work-with-online-bankingInfinite Kind: Discussion 2015-04-01T18:37:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/364651272015-04-01T16:56:12Z2015-04-01T16:56:14ZUniversity FCU does not work with online banking<div><p>I started using Moneydance because on their site <a href="http://www.moneydance.com/if">www.moneydance.com/if</a> states
they support online banking from University FCU. Of course when I
set it up in the app and entered my credentials it was rejected.
Checked the support forum and was instructed to contact the bank.
The bank informed me they have never supported direct connect and
will not in the future due to security issues. So Infinitekind is
stating banks are compatible when they are not. That is very
misleading and quite frankly a pretty bad customer experience. I
also don't believe that downloading and importing quicken files is
good solution, these are computers that do these tasks well on
their own. So Infinitekind get it together and stop lying about
your support. I will also be notifying apple about the iTunes store
version being misleading and not fully disclosing it's
incompatibilities.</p></div>csratxtag:infinitekind.tenderapp.com,2009-01-14:Comment/364651272015-04-01T18:20:48Z2015-04-01T18:20:48ZUniversity FCU does not work with online banking<div><p>Hi Csratx,</p>
<p>We do support direct connections with University FCU and they do
have "Direct Connect" support (I just tested the connection in
Moneydance), so their tech support must have been mistaken. Tech
support at financial institutions is often not highly trained and
not aware of the different connection technologies in place, which
is why enabling "Direct Connect" access can be slightly challenging
at times.</p>
<p>You can usually accomplish this by asking your bank to set up
your account for direct connections from Quicken. Moneydance uses
exactly the same OFX server connection protocol as Quicken but your
bank representative may not know this and mistakenly believe that
you can not connect in Moneydance. Calling up your bank and stating
precisely the following should get you started. "Please enable
direct connect on my account such that I can connect to your
servers directly with Quicken. Also give me the login credentials I
need to connect Quicken to this service." Saying this specifically
usually works.</p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use. </p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/364651272015-04-01T18:26:35Z2015-04-01T18:26:35ZUniversity FCU does not work with online banking<div><p>Thank you Scott for your response, however I have spoken with a
number of people at UFCU who knew what I was talking about and even
gave me the link on their news page stating they do not support
direct connections only web connections. They even pointed to
quicken support who also confirmed that UFCU does not support
direct connections. As a customer I am not going to get in the
middle of you and banks who can’t work things out. If the
bank won’t support it, then your app has no use to me. As of
right now I am using iBank which has no issues getting connected,
just hate the interface.</p>
<p>-- Charlie Robinson</p></div>csratxtag:infinitekind.tenderapp.com,2009-01-14:Comment/364651272015-04-01T18:31:03Z2015-04-01T18:31:03ZUniversity FCU does not work with online banking<div><p>Here is the link that UFCU sent.</p>
<p><a href="https://www.ufcu.org/personal/learn/tools-advice/financial-tools/faqs/pfm">
https://www.ufcu.org/personal/learn/tools-advice/financial-tools/fa...</a></p>
<p>-- Charlie Robinson</p></div>csratxtag:infinitekind.tenderapp.com,2009-01-14:Comment/364651272015-04-01T18:37:19Z2015-04-01T18:37:19ZUniversity FCU does not work with online banking<div><p>Hi Charlie,</p>
<p>I understand and thanks for your interest in Moneydance! Please
let us know if we can be of further assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan