New Credit Union

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moneydance

30 Aug, 2019 08:15 PM

Hi, Can Freestar Financial Credit Union possibly be added? URL is https://www.freestarfinancial.com/

Thanx!

  1. 1 Posted by Henry on 31 Aug, 2019 10:03 AM

    Henry's Avatar

    Hi,

    Unfortunately, it appears that your bank doesn't support direct OFX connections, which Moneydance requires in order to talk directly to a bank.

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

    Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.
    Without direct connect, you have two options of getting your transactions into Moneydance:
    1) Use a web browser to download them from your bank's web site. You can download into QFX, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.
    2) You can open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar, opening the account register and clicking on 'Download.

    --
    Henry, Infinite Kind Support

  2. System closed this discussion on 30 Nov, 2019 10:10 AM.

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