PLEASE ADD CREDIT UNION OF COLORADO

KERI KENNEY's Avatar

KERI KENNEY

09 Mar, 2016 12:30 AM

PLEASE ADD CREDIT UNION OF COLORADO

  1. 1 Posted by Ian O on 09 Mar, 2016 10:10 AM

    Ian O's Avatar

    Hi Keri,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does 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.

    I hope this information is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. Ian O closed this discussion on 09 Mar, 2016 10:10 AM.

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