Please add more information about supported financial institutions

Brad Stone's Avatar

Brad Stone

05 Jan, 2018 06:03 PM


  I have been using MoneyDance for a number of years now, but my Credit Union just dropped support for OFX, so I can either drop MoneyDance or change Credit Unions. I am going to try and keep MoneyDance, but it is pretty hard to intelligently shop for the financial institutions with the best on-line experience.

  The list of supported financial institutions for MoneyDance is helpful (thanks!), but very long. It would be great if you could do a couple of things to make it easier for me to find a new credit union and keep using MoneyDance.

Number of MoneyDance users:
  You may already know how many people use each institutions since they have to select it in the software. If so, it would be really great if you could include the number of people using each financial institution. Would love to sort by this number to see the most used.

  Let us each rate our experience with our financial institution. We love community feedback!

Banks vs. Credit Unions:
  I typically prefer credit unions, so filtering out banks would be helpful. Others may prefer banks and would filter out Credit Unions.

Filter by name:
  If you can't determine which institutions are banks vs. credit unions, then a name filter would help narrow down the list. Could also be used to distinguish institutions with similar names that may have different words at the beginning.

Add a flag for special awards:
  Nerd Wallet, Money Magazine and others rate financial institutions. It would be nice to see those with these special awards.

  Thanks for your considerations!

     - Brad

  1. System closed this discussion on 06 Apr, 2018 06:10 PM.

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