tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/2661-add-westcom-credit-union-to-bank-listInfinite Kind: Discussion 2018-03-08T11:46:51Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-07T19:42:43Z2015-10-07T19:42:43ZAdd Westcom Credit Union to bank list<div><p>Unfortunately, it appears that your bank doesn't support direct
OFX connections, which Moneydance 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, QIF, OFX or OFC 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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-07T19:49:56Z2015-10-07T19:49:57ZAdd Westcom Credit Union to bank list<div><p>For clarification. I am using Quicken to currently download the
transactions. I thought Moneydance used the same format? Why can
Quicken and not Moneydance?</p></div>Earl Ottotag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-07T19:56:39Z2015-10-07T19:56:39ZAdd Westcom Credit Union to bank list<div><p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
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. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Your bank is using web connect with
Quicken.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-07T20:41:18Z2015-10-07T20:41:18ZAdd Westcom Credit Union to bank list<div><span>Thanks for the info.</span></div>
<div><span>Regards,</span></div>
<div><span>Earl Otto</span></div>
<div><span><br></span></div>
<blockquote>
<div><span>-------- Original Message --------<br>
Subject: Re: Add Westcom Credit Union to bank list [New Bank
Requests<br>
#2661]<br>
From: David Hanley <<a href=
"mailto:tender+ddc94f99d3@tenderapp.com">tender+ddc94f99d3@tenderapp.com</a>><br>
Date: Wed, October 07, 2015 12:56 pm<br>
To: <a href="mailto:earl@judyotto.com">earl@judyotto.com</a><br>
<br>
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<div>// Please reply above this line<br>
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<div><b>From</b>: David Hanley (Support staff)</div>
<div>
<div>There are two methods that personal finance software can use
to access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
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. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Your bank is using web connect with
Quicken.</div>
<div>Please let me know if I can be of further assistance!</div>
<div>David Hanley<br>
Infinite Kind Support</div>
</div>
<div>
<div>On Wed, Oct 07 at 07:49 PM, Earl Otto wrote:</div>
<blockquote>
<div>
<div>For clarification. I am using Quicken to currently download
the transactions. I thought Moneydance used the same format? Why
can Quicken and not Moneydance?</div>
</div>
</blockquote>
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</blockquote>earltag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-09T15:21:17Z2015-10-09T15:21:17ZAdd Westcom Credit Union to bank list<div><p>Are there any plans to go to web based download instead of the
rare OFX download? Seems like it would be great customer service. I
can import with QFX but it is an unnecessary step as I see it. I do
like most everything else so far.<br>
Earl Otto</p></div>Earl Ottotag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-09T17:50:11Z2015-10-09T17:50:11ZAdd Westcom Credit Union to bank list<div><p>It is something that we hope to add, though I don't have a
timeline for it at the moment. I've added the feature request
ticket for it to this discussion, though, so you'll be notified
once it is available.</p>
<p>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/381309642015-10-09T19:39:47Z2015-10-09T19:39:47ZAdd Westcom Credit Union to bank list<div><p>Thank you for your response.<br>
Regards,<br>
Earl Otto</p></div>Earl Otto