Pentagon Federal Credit Union OFX

rbuck's Avatar

rbuck

15 Oct, 2009 07:20 PM

I am hoping that someone can help me figure out the last piece of the OFX puzzle with penfed. The account reps there were able to give me 2 parts of the OFX puzzle :) I just need the connection URL. I know they offer it because you can download transactions with Yodlee, Mint, etc for Penfed.

ALSO: It would be REALLY COOL if Moneydance could add direct support for Penfed to support America's military and federal employees! Thanks!

OFX Institution Org: PENTAGON FEDERAL CREDIT UNION
OFX Institution ID: 10360
OFX Connection URL: UNKNOWN

  1. 1 Posted by Jessica Little on 20 Oct, 2009 12:12 PM

    Jessica Little's Avatar

    Hi,

    Unfortunately, it doesn't appear that your bank supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank. I believe this is the reason the account reps couldn't give you the OFX URL: there isn't one unfortunately.

    The best way to get your transactions 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.

    If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Jessica Little
    Moneydance Support

  2. 2 Posted by Buckmaster, Rob... on 20 Oct, 2009 03:36 PM

    Buckmaster, Robert's Avatar

    I don't believe this is the case as Yodlee and Mint both offer Pentagon Federal transactions.. works fine, and they do have the OFX ID..

    -----Original Message-----
    From: Jessica Little [mailto:[email blocked]]
    Sent: Tuesday, October 20, 2009 5:12 AM
    To: Buckmaster, Robert
    Subject: Re: Pentagon Federal Credit Union OFX [Financial Institution Direct Connection support requests]

  3. 3 Posted by Jessica Little on 21 Oct, 2009 02:57 PM

    Jessica Little's Avatar

    Hi Robert,

    I believe that Yodlee and Mint both use various methods of screen scraping or other web-based connection methods. Moneydance does not support web connect, and so requires banks to support OFX direct connections.

    Jessica Little
    Moneydance Support

  4. Raimund Buchholz closed this discussion on 01 Feb, 2010 12:37 PM.

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