Cannot connect to Elan Financial Services

krugershop2's Avatar

krugershop2

27 Jul, 2016 04:10 PM

I just got a new credit card that is managed by Elan Financial Services. I want to set them up for online download but they do not appear on your bank list. Is there any way to get this done? Advanced setup options? I am able to download and import transactions, but this is a bit of a nuisance and if possible I would like to go automatic.

  1. 1 Posted by Ian O on 27 Jul, 2016 04:16 PM

    Ian O's Avatar

    Hi,

    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 bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank 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. 2 Posted by RMKruger on 27 Jul, 2016 04:27 PM

    RMKruger's Avatar

    Thanks. The open account website method seems to work and is easier than going thru my new visa website.

    Mike

  3. System closed this discussion on 26 Oct, 2016 04:30 PM.

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