Coastal Federal Credit Union

Alex's Avatar

Alex

03 Jun, 2016 06:07 PM

Hey I was wondering if there are any plans to add Coastal Federal Credit union. www.coastal24.com

I know they just did a major overhaul of their entire online banking system and I'm not sure if that would enable them to do syncing with moneydance

  1. Support Staff 1 Posted by Ethan on 03 Jun, 2016 06:48 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that Coastal has added support for 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, OFX, OFC, or QIF 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.

    If your bank 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,

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 03 Jun, 2016 06:48 PM.

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