Navy Federal Credit Union

Andy's Avatar


09 Jan, 2010 03:30 PM

Website claims to support QFX. Hopefully you can add support for this institution as well.

Thank you.

  1. 1 Posted by Ben Spencer on 09 Jan, 2010 04:42 PM

    Ben Spencer's Avatar

    Hi Andy

    Unfortunately, it doesn't appear that NFCU 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, OFX or OFC files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

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

    Ben Spencer
    Moneydance Support

  2. 2 Posted by Sean Merritt on 06 Mar, 2010 08:26 PM

    Sean Merritt's Avatar

    I disagree. I have been doing it with MS Money for years. Your product is great, but the online connection management needs some growth to be comparable to other software suites. So far, so good though.

    Please fix the connection issues to banks like NFCU as well as allowing multiple connections to the same bank. My wife and I both have amex cards, but I can't connect to both accounts because moneydance assumes they can both be found under the same ID.

  3. 3 Posted by Jessica Little on 08 Mar, 2010 10:16 PM

    Jessica Little's Avatar

    Hi Sean,

    Quicken and Money support two methods of accessing your accounts: direct connect and web connect. With web connect, they basically connect to your bank's website and download and import OFX, QFX, QIF, and OFC files. 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. 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.

    We are looking into the possibility of offering web connect but there are several obstacles for us at the moment. Since in web connect the program is interfacing with the banks web interface each different web connection with a bank will be different. Moreover, if a bank changes their interface then we may have to totally restructure that banks web connect process. Its all a bit of a daunting process, especially determining a method that meets our high standards of quality and security but we are definitely looking into our options. We will keep the Moneydance community updated about new developments in web connect for Moneydance.

    Regarding your AMEX problems: What version of Moneydance are you using? You can find out your version by going to the Help Menu and choosing the About Moneydance option. If you are not using the most recent version (2010r2 build 743), please update to that version. You can download the update here. This update has resolved a few key issues our users have been experiencing, especially around having multiple accounts with the same institution.

    Jessica Little
    Moneydance Support

  4. 4 Posted by Oilcan on 09 Mar, 2010 03:02 AM

    Oilcan's Avatar


    I have two seperate login's for AMEX, two logins for Discover and four seperate log-in for Citibank credit cards all of which work okay.

    I am running 2010r2 build 743 which resolved multiple issues for me.


  5. Angie Rauscher closed this discussion on 24 Jul, 2011 07:37 PM.

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