TVFCU now does OFX..

mfeubanks's Avatar


30 Nov, 2015 09:43 PM

Can we get them added to the banking list?

  1. Support Staff 1 Posted by Jenny on 01 Dec, 2015 12:03 PM

    Jenny's Avatar


    Unfortunately TVFCU doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a bank.

    Many people believe their financial institution supports direct OFX, However, 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.

    Moneydance only supports automatic connections through direct connect and not web connect.

    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.

    Infinite Kind Support

  2. Jenny closed this discussion on 01 Dec, 2015 12:03 PM.

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