New Bank

Joe Hill's Avatar

Joe Hill

27 Nov, 2015 09:00 PM

I bank at a local Credit union, Pioneer Federal Credit Union, based in Mountain Home ID. Online Banking is done at https://www.mypioneerfcu.org/tob/live/usp-core/app/login/consumer, and the bank website is, https://www.pioneerfcu.org/Home.aspx.

I download the transactions as a quicken file and import them into Moneydance but it would be great to have it integrated.

If you need anything please don't hesitated to ask
Joe Hill
[email blocked]

  1. 1 Posted by Ian L on 27 Nov, 2015 09:03 PM

    Ian L's Avatar

    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.

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

    Ian
    Infinite Kind Support

  2. Ian L closed this discussion on 27 Nov, 2015 09:03 PM.

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