Unionplus Credit Card connect

Sharon Forney's Avatar

Sharon Forney

23 Feb, 2017 08:29 PM

I am trying to set up moneydance with my finances. I am unable to connect with my Unionplus credit card. the web address is : www.unionpluscard.com The telephone number is 1-800-622-2580. Since this the card that I primarily use it is important to me to be able to download my transactions while updating the rest of my accounts.
You stated that if we had a problem connecting to a particular account to give you a holler and you would try to have that company be able to connect. this would help me greatly.
Thank you,

  1. 1 Posted by Ian O on 24 Feb, 2017 12:58 PM

    Ian O's Avatar

    Hi Sharon,

    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 does 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 Sharon Forney on 25 Feb, 2017 12:15 AM

    Sharon Forney's Avatar

    They do use direct connect. I was able to download the transactions into quicken.

    Sharon

  3. System closed this discussion on 27 May, 2017 12:20 AM.

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