tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3250-can-you-add-wescom-credit-unionInfinite Kind: Discussion 2016-10-02T02:35:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398080512016-05-05T20:03:47Z2016-05-05T20:03:47ZCan you add Wescom Credit Union?<div><p>Unfortunately, it appears that your bank doesn't support 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>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian L<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/398080512016-05-05T20:17:26Z2016-05-05T20:17:26ZCan you add Wescom Credit Union?<p>I've used Quicken for decades to access Wescom Credit Union
& it has always worked without having to export & import
files. Are you sure about your not being able to support them?</p>
<p>Dennis<br></p>
<p><br></p>
<div class="moz-cite-prefix">On 5/5/2016 1:03 PM, Ian L
wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding:
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<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Ian L (Support staff)</p>
<div>
<p>Unfortunately, it appears that your bank doesn't support 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>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian L<br>
Infinite Kind Support</p>
</div>
<div>
<p>On Thu, May 05 at 12:18 PM PDT, Dennis Kent wrote:</p>
<blockquote>
<div>
<p>If you could add Wescom Credit Union it would be greatly
appreciated.</p>
<p>Wescom.org</p>
<p>Thank You,<br>
Dennis</p>
</div>
</blockquote>
</div>
</td>
</tr>
<tr>
<td>
<p>Having trouble reading this? View this discussion online:
<a href=
"http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/3250-can-you-add-wescom-credit-union">
Can you add Wescom Credit Union?</a>.</p>
<p>Reply with #ignore to stop receiving notifications for this
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</blockquote>
<br>Dennis Kenttag:infinitekind.tenderapp.com,2009-01-14:Comment/398080512016-05-05T20:23:49Z2016-05-05T20:23:49ZCan you add Wescom Credit Union?<div><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. Your bank is using web connect with
Quicken.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>Ian L<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/398080512016-05-05T21:12:03Z2016-05-05T21:12:04ZCan you add Wescom Credit Union?<p>Ian,</p>
<p>Thanks for the explanation. This is not a big deal to me as
Wescom CU is not my main bank. My main banking is done at a bank
that does support direct connect & it is working fine.<br></p>
<p>I started with quicken in the 80's when it was made by
"ChipSoft" & have used it & countless upgrades since then.
Last week my product "sunsetted" & with there new Intuit ID
policy, I am done with them.</p>
<p>So far I am pleased Moneydance.</p>
<p>Dennis<br></p>
<br>
<div class="moz-cite-prefix">On 5/5/2016 1:23 PM, Ian L
wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding:
5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote
{ margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Ian L (Support staff)</p>
<div>
<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. Your bank is using web connect with
Quicken.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>Ian L<br>
Infinite Kind Support</p>
</div>
<div>
<p>On Thu, May 05 at 01:17 PM PDT, Dennis Kent wrote:</p>
<blockquote>
<p>I've used Quicken for decades to access Wescom Credit Union
& it has always worked without having to export & import
files. Are you sure about your not being able to support them?</p>
<p>Dennis<br></p>
<p><br></p>
<div class="moz-cite-prefix">On 5/5/2016 1:03 PM, Ian L
wrote:<br></div>
<blockquote type="cite">pre { width: 92%; margin: 10px 2%; padding:
5px 2%; background: #efefef; border: 1px solid #d6d6d6 } blockquote
{ margin-left: 0; padding-left: 1em; border-left: 5px solid #ccc; }
<table width="100%">
<tr>
<td>
<p>// Please reply above this line<br>
==================================================</p>
<p><b>From</b>: Ian L (Support staff)</p>
<div>
<p>Unfortunately, it appears that your bank doesn't support 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>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ian L<br>
Infinite Kind Support</p>
</div>
<div>
<p>On Thu, May 05 at 12:18 PM PDT, Dennis Kent wrote:</p>
<blockquote>
<div>
<p>If you could add Wescom Credit Union it would be greatly
appreciated.</p>
<p>Wescom.org</p>
<p>Thank You,<br>
Dennis</p>
</div>
</blockquote>
</div>
</td>
</tr>
<tr>
<td>
<p>Having trouble reading this? View this discussion online:
<a href=
"http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/3250-can-you-add-wescom-credit-union">
Can you add Wescom Credit Union?</a>.</p>
<p>Reply with #ignore to stop receiving notifications for this
discussion.</p>
</td>
</tr>
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</blockquote>
<br></blockquote>
</div>
</td>
</tr>
<tr>
<td>
<p>Having trouble reading this? View this discussion online:
<a href=
"http://help.infinitekind.com/discussions/financial-institution-direct-connection-support-requests/3250-can-you-add-wescom-credit-union">
Can you add Wescom Credit Union?</a>.</p>
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discussion.</p>
</td>
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</blockquote>
<br>Dennis Kent