CUETS Financial (Canada) -- Credit Union Credit Cards

greg-2012's Avatar

greg-2012

17 Dec, 2016 12:18 AM

Am downloading most cards now, but added this card at our local credit union. If possible, can they be added?

Thanks -- from a long-time user.

--Greg

  1. 1 Posted by greg-2012 on 17 Dec, 2016 01:02 AM

    greg-2012's Avatar

    Oh, should mention that it appears that TD (Toronto Dominion) handles the banking for the CUETS Financial.

  2. Support Staff 2 Posted by Ethan on 08 Jan, 2017 03:25 PM

    Ethan's Avatar

    Hello,

    I apologize for the delay in our reply; somehow your message slipped by us.

    Unfortunately, it doesn't appear that your credit union supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution. The best way to get your transactions into Moneydance is to use a web browser to download them from your credit union's web site. You can download into QFX, OFX, OFC, or QIF 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.

    If your credit union begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  3. Ethan closed this discussion on 08 Jan, 2017 03:25 PM.

  4. Greg Bellamy re-opened this discussion on 08 Jan, 2017 07:30 PM

  5. 3 Posted by Greg Bellamy on 08 Jan, 2017 07:30 PM

    Greg Bellamy's Avatar

    Thanks for checking. It sure is nice when the import is mostly 'automatic'
    -- but alas, I'm already doing the import for more than half my accounts.
    And sometimes have to do them manually.

    Great product -- I've been using for at least a decade now, maybe more.

    --Greg

    [image: http://cmw.gregbellamy.ca] <http://cmw.gregbellamy.ca>
    The box above would be a custom graphic. Clicking on box takes you to a
    sample website.

  6. Support Staff 4 Posted by Ethan on 08 Jan, 2017 07:34 PM

    Ethan's Avatar

    Hello Greg,

    I'm glad you're otherwise happy with Moneydance. Definitely let us know if you hear about them adding direct connection support at some point. We're happy to work with any financial institution that offers this service.

    Please let me know if I can be of further assistance,

    Ethan
    Moneydance Support

  7. Ethan closed this discussion on 08 Jan, 2017 07:34 PM.

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