Pacific Marine Credit Union

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desertmules

08 Nov, 2015 06:39 PM

I want to purchase Money Dance but am very disappointed not to find PMCU on your list. Any hope that you will be adding it?

  1. 1 Posted by David Hanley on 08 Nov, 2015 10:31 PM

    David Hanley's Avatar

    Hi,

    Unfortunately, it doesn't appear that Pacific Marine CU 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, 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.

    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.

    David Hanley
    Infinite Kind Support

  2. 2 Posted by desertmules on 08 Nov, 2015 10:52 PM

    desertmules's Avatar

    I’ve always been able to download from this institution to Quicken Essentials and Quicken 2015.

  3. 3 Posted by David Hanley on 08 Nov, 2015 10:54 PM

    David Hanley's Avatar

    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 likely using web connect with Quicken.

    Please let me know if I can be of further assistance!

    David Hanley
    Infinite Kind Support

  4. 4 Posted by desertmules on 08 Nov, 2015 11:01 PM

    desertmules's Avatar

    Thank you. I’ll call them tomorrow to verify whether or not that is the case.

    Roberta
    [email blocked]
    http://www.flickr.com/photos/desertmules/
    http://www.fluidr.com/photos/desertmules/interesting

  5. System closed this discussion on 19 Mar, 2016 05:03 AM.

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