institution not listed

George Robertson's Avatar

George Robertson

14 Jul, 2021 08:38 PM

I bank with "Orange County's Credit Union". When I was a Quicken user, I could access this institution. How can I do so, with Moneydance? It'll be a deal breaker if I can't do so.

thanks . . .

  1. 1 Posted by dwg on 14 Jul, 2021 09:01 PM

    dwg's Avatar

    I'm a fellow user.

    The list of institutions known to support Direct Connect and that Moneydance has connection information for can be found at:

    https://infinitekind.com/fi

    If an institution does not appear on the list it means either addition has not been requested or the institution does not support Direct Connect.

    Quicken have a proprietary protocol they call Web Connect. Many institutions support this, some in addition to Direct Connect, but as Web Connect is proprietary it is only available to Quicken or related products.

    Without Direct Connect you can download and import transaction files. Moneydance supports all of the major format.

  2. System closed this discussion on 13 Oct, 2021 09:10 PM.

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