Uuniversity Federal Credit Union

Cale Thibaudeau's Avatar

Cale Thibaudeau

05 Apr, 2016 02:37 AM

My bank is not currently able to sync with Moneydance

Can you help?

https://www.ufcu.org/

Thanks!
Cale

  1. Support Staff 1 Posted by Jenny on 06 Apr, 2016 09:37 AM

    Jenny's Avatar

    Hi Cale,

    I've had a look into this, and I think UFCU did support Direct Connect previously. However, looking at their site, it appears they've recently launched their own 'Money Manager' software.

    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 also found this article on your banks website, which should help you locate the 'download' function.

    I hope this information is helpful. Please let me know if you have any questions, or if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 06 Jul, 2016 09:40 AM.

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