tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3359-adding-a-credit-union-and-capital-ome-credit-cardInfinite Kind: Discussion 2019-02-16T19:37:37Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/403700982016-07-21T09:56:37Z2016-07-21T09:56:37ZAdding a Credit Union and Capital Ome Credit Card<div><p>Hi Rick,</p>
<p>There are two methods that personal finance software can use to
access your accounts: Direct Connect and Web Connect.</p>
<p>With <em>Web Connect</em>, 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.</p>
<p><em>Direct Connect</em> 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.</p>
<p>Moneydance only supports automatic connections through Direct
Connect and not Web Connect.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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.</p>
<p>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.</p>
<p>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.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/403700982016-07-24T17:17:21Z2016-07-24T17:17:22ZAdding a Credit Union and Capital Ome Credit Card<div><p>Hello,<br>
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.</p>
<p>Thank You</p></div>Richard Leetag:infinitekind.tenderapp.com,2009-01-14:Comment/403700982016-07-24T18:55:33Z2016-07-24T18:55:33ZAdding a Credit Union and Capital Ome Credit Card<div><p>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.</p>
<p>If your credit union 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,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan