Automatic Downloads
Tammy Harman
Before I purchase, I want to make sure I can download transactions from my two banks:
WSECU (Washington State Employees CU)
USAA
Thank you,
Tammy
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1 Posted by -Kevin N. on Apr 30, 2019 @ 06:35 PM
Hi Tammy,
Both, WSECU and USAA are on the list of supported financial institutions that can connect to Moneydance. Be sure to read the paragraph at the top of the following web page.
http://infinitekind.com/fi
If I may make a suggestion, download the trial-version of Moneydance to see if it suits your needs and if you can successfully connect to your banks.
You can d/l the trial-version here:
http://infinitekind.com/download-moneydance-personal-finance-software
-Kevin N. (not a member of MD support)
2 Posted by Tammy Louise on Apr 30, 2019 @ 06:38 PM
Thank you! Great suggestion. I didn't see that option. Will do.
3 Posted by -Kevin N. on Apr 30, 2019 @ 06:43 PM
Hi Tammy,
You're welcome.
There is a trove of information in the Moneydance knowledge base to help you with getting started with Moneydance.
https://infinitekind.tenderapp.com/kb
Don't hesitate to post back if you need help. There's usually someone lurking around on the forums.
-Kevin N. (not a member of MD support)
System closed this discussion on Jul 30, 2019 @ 06:50 PM.