I have a question before I buy
Do you support web connect to download transactions from USAA Federal Savings Bank and Aberdeen Proving Ground Federal
Credit Union (APGFCU)?
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1 Posted by David Hanley on 05 Nov, 2015 06:45 PM
Hi Michael,
We do have a direct connection available to download transactions from USAA. You'll need to use your member number as your username, and your PIN as your password.
Unfortunately, it doesn't appear that Aberdeen Proving Ground 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.
If you haven't already, I encourage you to download our free trial version and test out your connections before you decide if you would like to purchase it. The demo version is fully functional and allows you to manually enter 100 transactions. Imported transactions are not limited, so you'll be able to fully test connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:
http://infinitekind.com/downloads
For more information on how to get the most out of your trial period, check out our blog post on the subject.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!
David Hanley
Infinite Kind Support
System closed this discussion on 19 Mar, 2016 05:01 AM.