What Agregation Service do you use?

Ryan Libbey's Avatar

Ryan Libbey

28 Jan, 2016 07:22 PM


I'm working to restore connectivity for one of our members to moneydance. I'm looking to see what aggregation service you use to connect your users to their bank's data. Yodlee? Intuit?

Any help would be greatly appreciated.



  1. 1 Posted by Ben Spencer on 28 Jan, 2016 07:51 PM

    Ben Spencer's Avatar

    Hi Ryan

    We do not use any aggregation service. Moneydance makes direct connections to banks using the OFX Direct Connect protocol.

    Currently we take the position that any use of an aggregation service is a security risk that we do not want to encourage our users to take.

    Ben Spencer
    Infinite Kind Support

  2. 2 Posted by Ryan Libbey on 28 Jan, 2016 07:54 PM

    Ryan Libbey's Avatar

    Agreed … We just need to know who is driving your backend connection to our OFX servers … Intuit, Yodlee, home-brew? I just read some of your documentation, and I made it seem as if it were Intuit. Just need to verify so we can maintain our connection during our conversion.


    Ryan Libbey
    Digital Channels Ops: Product Manager
    First Tech Federal Credit Union
    (w) 650-386-7330

    From: Ben Spencer <[email blocked]<mailto:[email blocked]>>
    Reply-To: "[email blocked]<mailto:[email blocked]>" <[email blocked]<mailto:[email blocked]>>

  3. 3 Posted by Scott Meehan on 28 Jan, 2016 08:15 PM

    Scott Meehan's Avatar

    Hi Ryan,

    There isn't a backend service that Moneydance connects to when connecting to banks: Moneydance connects directly to a bank using "Direct Connect" or "Direct OFX connections", so for connectivity to be maintained, then the OFX server needs to continue operating on your end.

    I hope that clarifies!

    Scott Meehan
    Infinite Kind Support

  4. System closed this discussion on 28 Apr, 2016 08:20 PM.

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