Nusenda Credit Union

Rod Biddle's Avatar

Rod Biddle

01 Jun, 2021 07:42 PM

Can you add the Nusenda Credit Union to the pick list for downloading transactions.

Thanks in advance,
Rod Biddle

  1. Support Staff 1 Posted by Jenny on 03 Jun, 2021 08:09 AM

    Jenny's Avatar

    Hi Ron,

    Moneydance only supports automatic downloads using Direct Connect, and unfortunately Nusenda Credit Union don't support this connection method. If they begin to support Direct Connect at any point, we'd be happy to establish a connection with them.

    Nusenda Credit Union use other connection methods that Moneydance does not support, called Web Connect and Express Web Connect.

    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.
    You can read more about why we only support this connection type in our blog and also in this article.

    Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.

    We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.
    The steps for manually importing your data are outlined in this article from the Knowledge Base.

    You can also use the (beta) internal browser which makes the download process easier. Select your account and choose Account > Edit Account. Enter your banks website URL in the "Website" field. Then when you're viewing your account, select "Download" at the top left of the account register. This will open the internal browser window where you can download files from your banks website.

    --
    Jenny, Infinite Kind Support

  2. 2 Posted by Rod Biddle on 03 Jun, 2021 01:54 PM

    Rod Biddle's Avatar

    Jenny,

    Thank you for your effort. I agree with your security choice.

    Rod Biddle

  3. Maddy closed this discussion on 03 Jun, 2021 03:30 PM.

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