Setting up online access

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mmenia

08 Apr, 2015 04:21 AM

The credit union I use (https://www.schoolemployeescu.org/) stated that I could download my account information into software like quicken. "All I had to do was set up Quicken to do it".

Easy peezy.

Anyways, SECUWA does not show in the list of connections for online access. About a year ago, I asked you all if it was possible. At that time they credit union didn't have online software access. You could bank directly with them online, just not using software like Money Dance.

I did find a way to do a quicken file export of data from the credit union, but It is not automatic, like my other institutions that I have set up with MD.

Thoughts?

Thanks
Marty Menia

  1. Support Staff 1 Posted by Ian L on 08 Apr, 2015 01:40 PM

    Ian L's Avatar

    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.

    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.

    Ian
    Infinite Kind Support

  2. Ian L closed this discussion on 08 Apr, 2015 01:40 PM.

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