San Diego County Credit Union

andy kolano's Avatar

andy kolano

11 Apr, 2016 11:58 PM

Need this bank added to your list

  1. 1 Posted by David Hanley on 12 Apr, 2016 01:01 AM

    David Hanley's Avatar

    Hi Andy,

    Unfortunately, it doesn't appear that San Diego County Credit Union 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 tom on 27 Jun, 2016 05:31 AM

    tom's Avatar

    I believe that SDCCU now support direct OFX connections. In May 2016 I had to change the way I connected to the credit union.

    The same with Mission Federal Credit Union.

    This recently updated page at Intuit also seems to indicate that they now support OFX.

    https://ofx-prod-filist.intuit.com/commonfilist/FrameDetailQW.asp?B=01104&P=8765&D=d:%5Cqfnsrv%5Cwww%5Cpages%5Cofx-prod-filist%5Cqw1100%5Cdata&S=qw1100

    I'll be calling their tech support in the morning to get more details.

  3. Support Staff 3 Posted by Jenny on 27 Jun, 2016 09:27 AM

    Jenny's Avatar

    Hi Tom,

    I've had a quick look at your banks website, but couldn't see anything that conclusively stated they support Direct Connect access. We've flagged this discussion for our connection specialist to look into further. It may be useful if you can provide any information given to you by the bank about this feature, or a link to details you've seen on their website regarding this.

    Jenny
    Infinite Kind Support

  4. 4 Posted by Ian L on 27 Jun, 2016 11:34 AM

    Ian L's Avatar

    According to this website, neither of your credit unions supports direct connect yet. The link you posted earlier seems to be for an much older version of Quicken. It's possible that your bank used to support direct connect, but no longer does.

    Ian L
    Infinite Kind Support

  5. System closed this discussion on 02 Oct, 2016 02:33 AM.

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