tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3495-coast-capital-savingsInfinite Kind: Discussion 2016-10-26T07:05:53Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/410695182016-10-24T22:13:26Z2016-10-24T22:13:29ZCoast Capital Savings<div><p>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?</p></div>Anthony Keith Beardwoodtag:infinitekind.tenderapp.com,2009-01-14:Comment/410695182016-10-25T13:03:33Z2016-10-25T13:03:33ZCoast Capital Savings<div><p>Hi Anthony,</p>
<p>Moneydance supports automatic connections via Direct Connect and
you can view a list of financial institutions that support this
feature here - <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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.</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/410695182016-10-25T21:35:38Z2016-10-25T21:35:39ZCoast Capital Savings<div><p>Thanks Ian, it was very helpful. I have now purchased it and got
it up and running</p>
<p>Anthony</p></div>anthonykbeardwoodtag:infinitekind.tenderapp.com,2009-01-14:Comment/410695182016-10-26T07:05:51Z2016-10-26T07:05:51ZCoast Capital Savings<div><p>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.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian O