Does Money Dance link to my credit union

Darren's Avatar

Darren

30 Oct, 2015 02:53 AM

I use Citadel Federal Credit Union based out of Pennsylvania for my banking. Will money dance link with them? I have been using quicken for at least 8 years and it has steadily become garbage.

  1. Support Staff 1 Posted by Jenny on 30 Oct, 2015 10:27 AM

    Jenny's Avatar

    Hi Darren,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi

    If your bank is not listed then unfortunately your financial institution does not support 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, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    If you have been using Quicken, and are moving to Moneydance, you might be interested in the following article, which explains how to transfer your data -
    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 01 Nov, 2015 10:10 AM.

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