Financial institutions not supported

Vernon R Dickinson's Avatar

Vernon R Dickinson

07 Oct, 2016 11:13 PM

I purchesed Moneydance to replace Quicken which has became a junky and chrash riddent product. However, I have found out it does not support:: Arvest Bank, Oklahoma Employes Credit Union, Tinker Federal Credit union or Capitol one 360. Can those be added so I could start using your program in 2017?

  1. 1 Posted by Ian O on 09 Oct, 2016 07:43 AM

    Ian O's Avatar

    Hi Vernon,

    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 banks do not support this feature, which Moneydance requires in order to talk directly to a bank. The decision to support Direct Connect lies with your banks, I would suggest contacting them to express an interest. If your banks 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. System closed this discussion on 08 Jan, 2017 07:50 AM.

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