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Janice Alderman's Avatar

Janice Alderman

13 Apr, 2016 05:11 PM

I am letting you know that Navy Federal Credit Union is not listed, so I am unable to download my account information at this time. I hope you contact them and request they allow downloads to Moneydance. I had difficulties with downloading into Quicken when I used it years ago. I found their Tech department hard to deal with.

Jan Alderman

  1. 1 Posted by David Hanley on 13 Apr, 2016 05:49 PM

    David Hanley's Avatar

    Hi Jan,

    Unfortunately, it doesn't appear that Navy Federal 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. System closed this discussion on 30 Jul, 2016 03:51 AM.

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