Add "Forum Credit Union" to Direct Connect

Timothy G Gray's Avatar

Timothy G Gray

26 Aug, 2017 09:38 PM

I do all my banking with Forum Credit Union and would like to be able to synch automatically rather than download QFX.

  1. 1 Posted by Ian O on 27 Aug, 2017 09:16 AM

    Ian O's Avatar

    Hi Timothy,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    Unfortunately, it appears your bank does not support Direct Connect, which Moneydance (and other financial software) requires in order to talk directly to a bank. If they decide to support Direct Connect in future, we will be happy to assist in setting up a connection.

    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 26 Nov, 2017 09:20 AM.

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