USAA federal savings bank OFX support
Don't see this bank listed for OFX support. Am I correct in then assuming my transactions would have to be manually uploaded?
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
1 Posted by dwg on 07 Dec, 2024 01:19 AM
I'm a fellow Moneydance Customer
As of July 2023 the information we have is that USAA have discontinued support for Direct Connect.
The choices that are now available are:
1. Manual entry.
2. Download and import of CSV files, no other formats seem to be available, for ongoing imports it is recommended to look at the user written CSV importer extension, as you can create a reusable reader for the USAA format.
3. Automatic imports using the optional paid for service Moneydance+.
The Infinite Kind (Moneydance) has been left with no alternative but to engage with a paid for aggregation service in order to facilitate automated downloads, for those that require them. With any bank that is dropping Direct Connect services as well as those institutions that have never supported the service, this is the only way to facilitate automatic downloads, it is not viable to include this capability as part of Moneydance itself.