Please add San Diego County Credit Union

hillhaus's Avatar

hillhaus

11 Aug, 2017 08:38 PM

I have some dealing with this credit union and would like to track my accounts with them via Moneydance. I have contacted them as well.
San Diego County Credit Union (sdccu.com).
PO Box 261209
San Diego, Ca
92196-1209
Call (877) 732-2842

  1. 1 Posted by Ian O on 12 Aug, 2017 09:03 AM

    Ian O's Avatar

    Hi,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here. Unfortunately it appears that your bank does not support this connection type which Moneydance requires to perform automatic downloads. If your bank decides to implement Direct Connect in future, we will be happy to assist in setting up a connection.

    If your bank does not support Direct Connect, 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.

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

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 11 Nov, 2017 09:10 AM.

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