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Please add Union Bank & Trust Company - Lincoln, NE

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Lou Hurst

26 Mar, 2016 12:57 PM

Hi,

Union Bank & Trust Company, Lincoln, NE isn't listed in the list of supported institutions. Is it possible to add this institution?

Thanks!

1. 1 Posted by David Hanley on 26 Mar, 2016 01:57 PM

   

   Hi Lou,

   Unfortunately, it doesn't appear that Union Bank & Trust of NE supports direct OFX connections, which Moneydance requires in order to talk directly to a bank.  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.

   If your bank 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

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2. 2 Posted by Lou Hurst on 26 Mar, 2016 02:00 PM

   

   Thanks for looking into this. I'll continue to use their website qfx files.

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3. Ian L closed this discussion on 28 Mar, 2016 03:28 PM.