DFCU Financial

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abagnasco8

17 Jul, 2015 05:39 PM

Will Moneydance work with DFCU Financial Credit Union? Meaning - would I be able to download transactions from this credit union?

Also: does Moneydance have a balance checkbook feature?

  1. Support Staff 1 Posted by Ethan on 17 Jul, 2015 10:05 PM

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    Unfortunately, it doesn't appear that your credit union supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution. The best way to get your transactions into Moneydance is to use a web browser to download them from your credit union's web site. You can download into QFX, OFX, OFC, or QIF 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. If your credit union begins to support direct OFX connections in the future, we will be happy to work with them.

    Moneydance does indeed have a reconcile function, which you can reach by opening the account you want to reconcile and going to Account -> Reconcile from the menu bar.

    I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, our full user guide can be downloaded from http://help.infinitekind.com/kb/user-guides

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 17 Jul, 2015 10:05 PM.

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