Adding a Credit Union and Capital Ome Credit Card

rlaw's Avatar

rlaw

21 Jul, 2016 05:42 AM

Please add the following,
https://www.salalcu.org/
https://www.capitalone.com/
Both worked with Quicken so it should work with Moneydance.

Best - Rick

  1. 1 Posted by Ian O on 21 Jul, 2016 09:56 AM

    Ian O's Avatar

    Hi Rick,

    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. This is likely what you were using with Quicken.

    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.

    Moneydance only supports automatic connections through Direct Connect and not Web Connect.

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your bank accounts do not support direct OFX connections, which Moneydance requires 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. Although Capital One do support Direct Connect, they do not support this feature with credit card accounts.

    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. 2 Posted by Richard Lee on 24 Jul, 2016 05:17 PM

    Richard Lee's Avatar

    Hello,
    I did not see my credit union on your list of financial institutions. Will you please check to see if azcentralcu.org will support direct connect.

    Thank You

  3. Support Staff 3 Posted by Ethan on 24 Jul, 2016 06:55 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your 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, 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 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,

    Ethan
    Moneydance Support

  4. Ethan closed this discussion on 24 Jul, 2016 06:55 PM.

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