Peach State FCU
Sam Osborne
Are there any plans to add Peach state Federal Credit Union to your list of financial institutions? I downloaded Money Dance today and did not see it listed.
Sam Osborne
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Support Staff 1 Posted by Jenny on Oct 16, 2016 @ 07:56 AM
Hi Sam,
Moneydance supports automatic connections via Direct Connect and you can view a list of financial institutions that support this feature - http://infinitekind.com/fi
Unfortunately, it appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your bank decides to use Direct Connect in the future we will be happy to assist in setting up a connection.
Without Direct Connect, the best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX or OFC files (aka 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, which makes the download process easier.
I hope this information is helpful, please let me know if I can be of further assistance.
Jenny
Infinite Kind Support
System closed this discussion on Jan 15, 2017 @ 08:00 AM.