Texas Bay CU

tacornman's Avatar

tacornman

06 Aug, 2016 05:31 PM

Would you reach out to Texas Bay Credit Union (Formerly Texas Bay Area Credit Union)?

  1. 1 Posted by Ian L on 08 Aug, 2016 01:48 PM

    Ian L's Avatar

    Unfortunately, it appears that your bank doesn't support 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, QIF, OFX or OFC 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.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian L
    Infinite Kind Support

  2. Ian L closed this discussion on 08 Aug, 2016 01:48 PM.

  3. tacornman re-opened this discussion on 09 Aug, 2016 01:15 PM

  4. 2 Posted by tacornman on 09 Aug, 2016 01:15 PM

    tacornman's Avatar

    Thank you, Ian, for the info. My bank used to offer export to QFX
    format but have inexplicably stopped.... time for a new bank!

    I appreciate your time and research.

    terry

  5. System closed this discussion on 08 Nov, 2016 01:20 PM.

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