tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/163-aftra-sag-federal-credit-unionInfinite Kind: Discussion 2011-04-07T08:35:32Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/11882932010-03-10T15:23:36Z2010-03-10T15:23:37ZAFTRA-SAG Federal Credit Union.<div><p>Hi, Can you add this credit union to your list? I know they do
support OFX. Or do I need to set up manually?</p></div>Diane MATTHEWStag:infinitekind.tenderapp.com,2009-01-14:Comment/11882932010-03-17T17:31:23Z2010-03-17T17:31:23ZAFTRA-SAG Federal Credit Union.<div><p>Diane,</p>
<p>Unfortunately, it doesn't appear that your bank 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.<br></p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>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.</p>
<p>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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauschertag:infinitekind.tenderapp.com,2009-01-14:Comment/11882932010-03-19T14:38:28Z2010-03-19T14:38:30ZAFTRA-SAG Federal Credit Union.<div><p>Hi Angie,<br>
Thanks for your detailed reply. It would have been a dealbreaker
for me in choosing Moneydance but after a couple of days using your
Moneydance trial, all of my other accounts download into Moneydance
and the pros outweigh the cons when comparing Quicken to
Moneydance. I won't be going back to Quicken which I have been
using for more than 15 years. Keep up the good work.<br>
Diane</p></div>DIANE MATTHEWStag:infinitekind.tenderapp.com,2009-01-14:Comment/11882932010-03-22T15:01:36Z2010-03-22T15:01:36ZAFTRA-SAG Federal Credit Union.<div><p>Glad to hear it! Please let me know if I can be of further
assistance,</p>
<p>Angie Rauscher<br>
Moneydance Support</p></div>Angie Rauscher