ADD UCBI - United Community Bank
My bank, United Community Bank out of Blairesville, GA does not appear in the list. They have locations in Georgia, North Carolina, Tennessee, and South Carolina.
I was able to connect to them with Quicken using the Financial Institution Name: UCBI - United Community Bank. Their website is www.ucbi.com.
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1 Posted by Ian O on 23 Jan, 2018 11:24 AM
Hi Duane,
Moneydance supports automatic downloads via Direct Connect, and unfortunately United Community Bank (www.ucbi.com) do not support this connection method. If they decide to support this connection method in future we'll be happy to assist in setting up a connection.
Without Direct Connect, you are still able to easily 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.
You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.
Please let me know if I can be of further assistance.
Ian O
Infinite Kind Support
System closed this discussion on 24 Apr, 2018 11:30 AM.