Please add "Western Federal Credit Union"
Please add "Western Federal Credit Union"
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
Support Staff 1 Posted by Jenny on 22 Dec, 2015 10:09 AM
Hi Marvin,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
If your bank is not listed, then unfortunately they do 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, which makes 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
Jenny closed this discussion on 22 Dec, 2015 10:09 AM.