Trying to setup online connection

Kevin Welch's Avatar

Kevin Welch

13 Apr, 2016 05:59 PM

Hi

I bank with a smaller credit union. Im trying to setup the online banking connection so i dont have to manually enter each transaction. how do I begin trying to setup this feature with a non-major bank?

  1. 1 Posted by -Kevin N. on 13 Apr, 2016 06:18 PM

    -Kevin N.'s Avatar

    Hi Kevin,

    Look to see if your CU is supported. Be sure to read the paragraph at the top of the page.
    http://infinitekind.com/fi

    If it is listed, look to Chapter 4 of the MD 2015 User Guide for information on the set up routine.
    http://help.infinitekind.com/kb/user-guides

    If it is not listed, you may still be able to manually import OFX, OFC,QFX and QIF file formats, provided that your CU makes them available. You may also be able to import formatted CSV files through the use of a Moneydance extension.

    HTH -Kevin N.

  2. 2 Posted by David Hanley on 13 Apr, 2016 06:28 PM

    David Hanley's Avatar

    Hi Kevin(s),

    Can you give me the name(s) of the financial institution(s) you're trying to connect to? I'd be happy to look into the possibility of establishing a connection with your credit union.

    Thanks!

    David Hanley
    Infinite Kind Support

  3. 3 Posted by kwelch73 on 13 Apr, 2016 06:37 PM

    kwelch73's Avatar

    The name of the bank is Assemblies of God Credit Union based out of Springfield Missouri.

    Thanks!

    Sent from my iPhone

  4. 4 Posted by Ian L on 13 Apr, 2016 08:13 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.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ian L
    Infinite Kind Support

  5. Ian L closed this discussion on 13 Apr, 2016 08:13 PM.

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