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Connecting with US Bank

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Matt McIntyre

08 Mar, 2011 03:54 PM

US Bank has this ID Shield questions and moneydance does not allow for that. Moneydance also is outdated by 4 or 5 years on its import solutions. US Bank also has that same problem but the security options are well updated. I have to log into my web account and manually download the transaction file and then import it, yet if I try to use the new quicken *.qfx data file Monedance can not read it. I dont know if this next issue is Moneydance or US Banks file, but my transaction data is really strange all deposits are bunched together and I have had no overdrafts these last 3 months and it now says I have tons. Although thats probably due to the deposits not being in the right places at the right times. Does anyone know of a solution or do I have to wait for an update?

1. 1 Posted by Jessica Little on 09 Mar, 2011 03:43 PM

   

   Hi Matt,

   You can import a QFX file into Moneydance. They are the same as OFX files, just with a different extension. If you choose the OFX option form the import menu, you should be able to import your QFX file just fine.

   Moneydance uses a connection method called direct connect, which does not use the same security measures as web connect. You don't need to answer authentication questions because our software talks directly to your bank's server over a secured connection.

   I'm not sure what's going on with your transaction data. I would suggest starting over with a new account, and then importing a QFX file into that account. Hopefully that will pull in your transactions correctly.

   Hope that helps. Please let me know if I can be of further assistance, and thanks for your interest in Moneydance!

   Jessica Little
   Moneydance Support

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2. System closed this discussion on 31 Mar, 2015 03:33 PM.