Utah First Credit Union, Please Add

Erin Brown's Avatar

Erin Brown

26 Nov, 2015 03:42 AM

Hello,

Can you please add Utah First Credit Union to your list of financial institutions that support direct connection to your app?

Thanks,
Erin Brown

  1. Support Staff 1 Posted by Jenny on 26 Nov, 2015 10:00 AM

    Jenny's Avatar

    Hi Erin,

    Unfortunately Utah First Credit Union 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 files 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.

    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.

    Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 26 Nov, 2015 10:00 AM.

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