david turner's Avatar

david turner

21 Mar, 2016 09:25 PM

My credit union is not on the list of banks... how would i go about getting my bank information. Thanks,

  1. 1 Posted by David Hanley on 21 Mar, 2016 09:38 PM

    David Hanley's Avatar

    Hi David,

    Could you specify which SAFCU you're referring to? Thanks!

    David Hanley
    Infinite Kind Support

  2. 2 Posted by Turner, Dave on 21 Mar, 2016 09:40 PM

    Turner, Dave's Avatar

    Santa Ana Federal Credit Union, 800 W. Santa Ana Blvd., Santa Ana, CA 92701

  3. 3 Posted by David Hanley on 21 Mar, 2016 09:42 PM

    David Hanley's Avatar


    Unfortunately, it doesn't appear that Santa Ana FCU of California supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution.  The best way to get your transactions into Moneydance is to use a web browser to download them from your credit union'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 credit union'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 credit union 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.

    David Hanley
    Infinite Kind Support

  4. System closed this discussion on 20 Jun, 2016 09:50 PM.

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