The credit union I use is not listed

dawson.g's Avatar

dawson.g

10 Dec, 2018 10:14 PM

I am tiring to set up on line banking for Barksdale Federal Credit Union, However it is not listed.

  1. Support Staff 1 Posted by Henry on 11 Dec, 2018 07:47 AM

    Henry's Avatar

    Hi Gary,

    Unfortunately, it appears that your bank doesn't support direct OFX connections, which Moneydance 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.

    Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
    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.

    Henry
    Infinite Kind Support

  2. System closed this discussion on 12 Mar, 2019 07:50 AM.

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