Forum Credit Union

Ryan's Avatar

Ryan

23 Jan, 2017 02:13 PM

Forum Credit Union in central Indiana, US. I know transactions can be directly retrieved from Quicken and Mint.

http://www.forumcu.com/

Purchased MoneyDance yesterday and really like it, but not sure how much time it will take us to manually export and import account info (for multiple accounts with Forum) if the direct connect will not work.

Thank you

  1. 1 Posted by Ryan on 23 Jan, 2017 02:18 PM

    Ryan's Avatar

    I have confirmed in Quicken, the connection to Forum was "Express Web Connect", so it looks like the odds of a Direct Connect solution are dwindling.

  2. Support Staff 2 Posted by Jenny on 23 Jan, 2017 02:39 PM

    Jenny's Avatar

    Hi Ryan,

    Unfortunately your bank does not support Direct Connect access. Without this feature, you are still able to import your data into the program. 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.

    Moneydance only supports automatic downloads via Direct Connect - This is for security, and you can read more about why we only support this connection type in our blog and also in this article. By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 24 Apr, 2017 02:40 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac