Problems connecting to DCU Digital Federal Credit Union

pat.callahan1's Avatar

pat.callahan1

23 Mar, 2022 04:22 AM

I was using Moneydance+. Until a couple of days ago, DCU showed up when I attempted to connect with an error message. I could not download any data. Today I tried again. DCU did not even show in the list.

  1. Support Staff 1 Posted by Maddy on 23 Mar, 2022 10:58 AM

    Maddy's Avatar

    Hi Pat,

    We are sorry to hear about the problem you have encountered.

    You are correct, as unfortunately it seems that Digital Federal Credit Union is not supported via Plaid. It doesn't appear among the available banks on Plaid's website.

    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 us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  2. 2 Posted by Andrew on 24 Apr, 2022 08:17 PM

    Andrew's Avatar

    This comment was split into a new private discussion: Problems connecting to DCU Digital Federal Credit Union

    DCU sent out an email indicating it had made changes to improve direct connect with Quicken, Acorns etc. Can you verify if Moneydance can now direct connect or not? I want to switch from Quicken but am not willing to manually down load the files every time I use the program.
    Thank you

  3. 3 Posted by pat.callahan1 on 16 Jun, 2022 02:28 AM

    pat.callahan1's Avatar

    DCU
    or
    Digital Federal Credit Union
    or
    Digital Credit Union

    all come up blank when attempting to use Plaid through moneydance.

    digital federal credit union has the following on 6/14/2022

    It's been a frustrating three months plus since they "upgraded" their
    systems. They are paying the price in reduced business from me, not that
    that affects them much.

    see: https://mobile.twitter.com/dcucreditunion/with_replies
    <https://mobile.twitter.com/DCUcreditunion>
    DCU
    <https://mobile.twitter.com/DCUcreditunion>
    @DCUcreditunion
    <https://mobile.twitter.com/DCUcreditunion>
    ·
    Jun 14
    <https://mobile.twitter.com/DCUcreditunion/status/1536728719800389633>
    Hello, we're sorry for the frustration you have experienced. We are
    continuing to work closely with Plaid and are very close to having the
    integration completed.

    I'm sure any Moneydance user at DCU is quite vocal. I know I am. But I
    doubt there are a lot of us so DCU's priorities probably lie with other
    issues. DCU has been responsive to some of my criticism of their new
    services. The Plaid issue is probably frustrating for them as well.
    Personally, I doubt anyone is sitting on their hands.

    So no, not yet. Other DCU tweets seem to imply the hangup is on the plaid
    side. The whole accurate story would make an interesting b2b case study.

  4. Support Staff 4 Posted by Maddy on 04 Jul, 2022 08:56 AM

    Maddy's Avatar

    Firstly, please accept my sincere apologies for the delay in responding to your query, Pat!

    Please find the reply we have received from Plaid below:

    Hi Maddy‍,

    Thanks for reaching out!

    I have confirmed that Digital Federal Credit Union is not currently supported. Our integrations team is aware of this issue, and is currently evaluating the technical feasibility and impact of creating an integration. We'll follow up here if and when we add support for this institution.

    If you had any questions in the meantime, please don't hesitate to reach out!

    Best,
    Sam
    Plaid Support

    --
    Maddy, Infinite Kind Support

  5. Support Staff 5 Posted by Maddy on 21 Sep, 2022 01:30 PM

    Maddy's Avatar

    Hi Pat,

    This is to confirm that Plaid are now supporting DCU. So, if you haven't already, we would recommend upgrading to the latest stable version and recreating the connection.

    Moneydance 2022.5 (4091) is available to download from this page. This is a free upgrade for you!

    You should remove or choose to overwrite the older version and restart Moneydance!

    Finally, navigate to Online->Set up Moneydance+ and where it reads "Connected" on the right, click and select disconnect in the popup. Then try to recreate the connection as outlined in this article of the Knowledge Base called Connect Accounts with Moneydance+.

    --
    Maddy, Infinite Kind Support

  6. 6 Posted by pat.callahan1 on 06 Oct, 2022 03:29 AM

    pat.callahan1's Avatar

    This can be closed. DCU's transactions through Plaid are now correct in every aspect.

  7. Support Staff 7 Posted by Maddy on 06 Oct, 2022 09:21 AM

    Maddy's Avatar

    Thank you for reporting back, Pat!

    I'm very pleased to hear that.

    I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.

    --
    Maddy, Infinite Kind Support

  8. Maddy closed this discussion on 06 Oct, 2022 09:21 AM.

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