tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/205-lake-trust-credit-unionInfinite Kind: Discussion 2016-03-19T05:05:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/366036802015-04-17T13:40:17Z2015-04-17T13:40:17ZLake Trust Credit Union<div><p>Hi Charles,</p>
<p>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.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Winnie Aleshire<br>
Infinite Kind Support</p></div>Winnie Aleshiretag:infinitekind.tenderapp.com,2009-01-14:Comment/366036802015-04-17T14:19:26Z2015-04-17T14:19:28ZLake Trust Credit Union<div><p>Hello Winnie,</p>
<p>Thank you for the prompt response. It appears that Quicken is
able to<br>
connect via Express Web Connect. (check snip) Does Moneydance
support this<br>
connection method or can it be configured to do so?</p>
<p>Thanks,</p>
<p>Charles</p>
<hr></div>Charles Witheytag:infinitekind.tenderapp.com,2009-01-14:Comment/366036802015-04-17T14:23:45Z2015-04-17T14:23:45ZLake Trust Credit Union<div><p>Hi Charles,</p>
<p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect. With web
connect, the software basically connects to your bank's website and
downloads and imports OFX, QFX, QIF, and OFC files automatically.
Direct connect actually connects to a server at your bank instead
of their website and usually requires different login credentials
than you would use to log into your banks website. From a user's
perspective, these two connections look basically identical.
Moneydance only supports automatic connections through direct
connect and not web connect. Your bank is using web connect with
Quicken.</p>
<p>Please let me know if I can be of further assistance!</p>
<p>Winnie Aleshire<br>
Infinite Kind Support</p></div>Winnie Aleshire