tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/726-dfcu-financialInfinite Kind: Discussion 2015-07-17T22:05:59Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/374135802015-07-17T17:39:30Z2015-07-17T17:39:30ZDFCU Financial<div><p>Will Moneydance work with DFCU Financial Credit Union? Meaning -
would I be able to download transactions from this credit
union?</p>
<p>Also: does Moneydance have a balance checkbook feature?</p></div>tag:infinitekind.tenderapp.com,2009-01-14:Comment/374135802015-07-17T22:05:58Z2015-07-17T22:05:58ZDFCU Financial<div><p>Unfortunately, it doesn't appear that your credit union 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,
OFX, OFC, or QIF 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. If your credit union begins to support direct OFX
connections in the future, we will be happy to work with them.</p>
<p>Moneydance does indeed have a reconcile function, which you can
reach by opening the account you want to reconcile and going to
Account -> Reconcile from the menu bar.</p>
<p>I encourage you to download our free trial version from <a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a>
and experiment with the program before you decide if you would like
to purchase it. The demo version is fully functional and allows you
to manually enter 100 transactions. Imported transactions are not
limited, so you'll be able to fully test things like importing from
other programs and connections with your bank. If you decide to
purchase the program at a later date you can keep all your data,
the license key simply unlocks the ability to manually enter more
transactions.</p>
<p>In case you haven't found it yet, our full user guide can be
downloaded from <a href="http://help.infinitekind.com/kb/user-guides">http://help.infinitekind.com/kb/user-guides</a></p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethan