Washington Federal and Westmark Credit union

Heidi Jenkins's Avatar

Heidi Jenkins

Jan 30, 2017 @ 05:08 PM

I have sent requests to my banks to work with you. They already have a format (for Quicken and Intuit) that you accept, but they are not listed in your online banks. Please help rectify this. I have been downloading in the format, then importing to Money Dance. I wold be a lot simpler if I could just download directly to Money Dance.

Thank you.
Heidi Jenkins

  1. 1 Posted by Ian O on Jan 30, 2017 @ 05:12 PM

    Ian O's Avatar

    Hi Heidi,

    Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - http://infinitekind.com/fi
    Unfortunately, it appears your banks do not support this feature, which Moneydance requires in order to talk directly to a bank. If your banks decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

    Sorry I don't have better news for you regarding this.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on May 01, 2017 @ 05:20 PM.

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