Please Add Alliant Credit Union for Online Banking

M J's Avatar

M J

17 Dec, 2015 12:40 AM

Evaluating a long-term move from Quicken, can't unless this is eventually added, but I'm impressed with the software so far!

  1. Support Staff 1 Posted by Jenny on 17 Dec, 2015 10:57 AM

    Jenny's Avatar

    Hi,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi

    If your bank is not listed then unfortunately your financial institution does not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    However, you can still download your transaction files. 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, which will make the download process easier.

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

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 29 Dec, 2015 03:12 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac