Indiana Members Credit Union

travis's Avatar

travis

14 Sep, 2009 06:46 PM

I am able to download transactions in QIF form, but would love to have online banking set up. I'm not sure what the next step would be. I contacted them for an ofx server address, and they gave me a form letter about approved vendors and online transactions for their online bill pay program. Thank you.

  1. 1 Posted by Jessica Little on 16 Sep, 2009 03:38 PM

    Jessica Little's Avatar

    Hi Travis,

    Thanks for your request. We are working on adding your bank, and will let you know when the connection is complete (this generally within 7-10 business days).

    Jessica Little
    Moneydance Support

  2. 2 Posted by travis on 16 Sep, 2009 09:36 PM

    travis's Avatar

    Wow, you guys are fantastic. I'll continue to recommend your product to
    all my friends and colleagues. Thank you.

    -- T

  3. 3 Posted by Jessica Little on 18 Sep, 2009 05:21 PM

    Jessica Little's Avatar

    Hi Travis,

    We now support OFX direct connect with your bank. Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Jessica Little
    Moneydance Support

  4. 4 Posted by travis on 18 Sep, 2009 06:14 PM

    travis's Avatar

    Jessica, thank you for your work. I attempted to connect with my bank and got the follow error message:

    "There was an error communicating with your financial institution. The details of this error are below. The error code reported by the server was 2000: You are not set up to access the service through this"

    Please let me know if this is on your end, IMCU's end, or if I need to contact them for support. Thanks again.

    -- T

  5. 5 Posted by Jessica Little on 18 Sep, 2009 06:23 PM

    Jessica Little's Avatar

    Hi Travis,

    Many banks require that you contact them in order to activate your account for direct connections. It sounds like you'll need to do this before you'll be able to connect with Moneydance. Just tell them that you're trying to set up direct connection and that you need them to activate your account for such access. If they give you a hard time about using Moneydance, try calling back and telling them you're using Quicken.

    Let me know if you continue to have problems after they're activated your account.

    Jessica Little
    Moneydance Support

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts

Generic

? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac