Coulee Dam Federal Credit Union

Bob Clark's Avatar

Bob Clark

28 Feb, 2016 09:28 PM

Is the Coulee Dam Federal Credit Union a financial institution that can interface with Moneydance?

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  1. Archive - How can I download data from my bank automatically?

    This is an archived document. Please refer to the more recent knowledge base articles on this page

    Using ‘Direct Connect’ allows Moneydance to connect 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 site. You can view this knowledge base article to see if your bank supports Direct Connect, and how to get...

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  1. 1 Posted by David Hanley on 28 Feb, 2016 09:29 PM

    David Hanley's Avatar

    Hi Bob,

    Unfortunately, it doesn't appear that Coulee Dam FCU supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution.  The best way to get your transactions into Moneydance is to use a web browser to download them from your credit union'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 credit union'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.

    If your credit union begins to support direct OFX connections in the future, we will be happy to work with them.

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

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Bob Clark on 28 Feb, 2016 09:31 PM

    Bob Clark's Avatar

    David,

    Thank you for your prompt response.

    Bob Clark
    uniquebobc4@q.com

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