Institution Request

Jeff Swift's Avatar

Jeff Swift

31 May, 2016 03:13 AM

Could you please look into adding both Alabama One Credit Union (AlabamaOne.org) and Security Service Federal Credit Union (ssfcu.org)?

Thanks,
Jeff

  1. 1 Posted by Ian O on 31 May, 2016 08:54 AM

    Ian O's Avatar

    Hi Jeff,

    Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your banks do not support this feature, which Moneydance requires in order to talk directly to a bank. If your banks decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

    Without Direct Connect, 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 hope this information is helpful, please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:36 AM.

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