tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3202-champlain-national-bankInfinite Kind: Discussion 2016-07-30T03:51:47Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/396395832016-04-13T20:54:08Z2016-04-13T20:54:08ZChamplain National Bank<div><p>Hi James,</p>
<p>Unfortunately, it doesn't appear that Champlain National Bank
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.</p>
<p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
Direct connect actually connects to a server at your bank instead
of their website and usually requires different login credentials
than you would use to log into your banks website. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Champlain National Bank is using web
connect with Quicken.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley