https://www.collegeinvest529.com/aggregator

thedanc's Avatar

thedanc

15 Mar, 2017 03:58 AM

https://www.collegeinvest529.com/aggregator
The 529 College savings plan from Colorado has a way for financial apps to connect. You just use that URL and a chosen username and password.

How do I get MoneyDance to use this? Can CollegeInvest be setup in the MoneyDance favorites list.

  1. 1 Posted by Ian O on 15 Mar, 2017 01:28 PM

    Ian O's Avatar

    Hi,

    There are two methods that personal finance software can use to access your accounts: Direct Connect and Web Connect.

    With Web Connect, the software basically connects to your bank's website and downloads and imports OFX, QFX, QIF, and OFC files automatically. This is likely what other personal finance software is using.

    Direct Connect actually connects to a server at your bank instead of their website and usually requires different login credentials than you would use to log into your banks website.

    Moneydance only supports automatic connections through Direct Connect and not Web Connect.

    You can view a list of financial institutions that support Direct Connect here - http://infinitekind.com/fi
    Unfortunately, it appears your bank does not support direct OFX connections, which Moneydance requires to talk directly to a bank.

    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. System closed this discussion on 14 Jun, 2017 01:30 PM.

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