Coast Capital Savings

Anthony Keith Beardwood's Avatar

Anthony Keith Beardwood

24 Oct, 2016 10:13 PM

I am trying out your software and it does not include my local Credit Union in Victoria BC Canada. Is it possible to make it so that I can use it with Moneydance. I am trying to switch over from Quicken which is becoming impossible to use. Also, how do I import my Quicken data into Moneydance?

  1. 1 Posted by Ian O on 25 Oct, 2016 01:03 PM

    Ian O's Avatar

    Hi Anthony,

    Moneydance supports automatic connections via Direct Connect and you can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
    Unfortunately, it appears your bank do 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 anthonykbeardwo... on 25 Oct, 2016 09:35 PM

    anthonykbeardwood's Avatar

    Thanks Ian, it was very helpful. I have now purchased it and got it up and running

    Anthony

  3. 3 Posted by Ian O on 26 Oct, 2016 07:05 AM

    Ian O's Avatar

    Great News! Glad to hear you're up and running! I'll close this discussion now but please get back in touch if you have any questions or require assistance in future.

    Ian O
    Infinite Kind Support

  4. Ian O closed this discussion on 26 Oct, 2016 07:05 AM.

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