Clearview FCU?

sctimm's Avatar

sctimm

26 Sep, 2015 03:10 PM

I saw a previous mention of someone with a problem connecting to Clearview Federal Credit Union (it's listed on the compatible banks support article), but I'm hoping that someone can confirm that this is possible. I've searched Clearview's website (looking for things like "direct connect", "Microsoft Money", "Quicken", and "Quickbooks"), but nothing turns up. Has anyone successfully managed to set up account download and bill payments through Clearview? Thanks!

  1. 1 Posted by David Hanley on 26 Sep, 2015 06:31 PM

    David Hanley's Avatar

    Hi Scott,

    Unfortunately, it doesn't appear that Clearview FCU supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.  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, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.   You can also open your bank's download page directly (after entering the appropriate address in the Account->Edit Account menu) by going to the menu bar and selecting Online->Open Account Website.

    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.

    David Hanley
    Infinite Kind Support

  2. System closed this discussion on 19 Mar, 2016 04:58 AM.

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