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Please add my financial institution to your list

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Mandell Winter

12 Mar, 2016 05:36 PM

I'm not finding my bank listed in the online set up. I bank with First Entertainment Credit Union. I really like your program so I want o get you two in sync with each other.

Thank you.
Mandell Winter

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1. Archive - How can I download data from my bank automatically?

   This is an archived document. Please refer to the more recent knowledge base articles on this page

   Using ‘Direct Connect’ allows Moneydance to connect to a server at your bank (instead of their website) and usually requires different login credentials than you would use to log into your banks site. You can view this knowledge base article to see if your bank supports Direct Connect, and how to get...

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1. 1 Posted by David Hanley on 12 Mar, 2016 05:59 PM

   

   Hi Mandell,

   Unfortunately, it doesn't appear that First Entertainment CU 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, QIF, OFX or OFC files (sometimes referred to as Quicken or MS Money files), any of which will import cleanly into Moneydance.   You can also open your credit union'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.

   Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

   David Hanley
   Infinite Kind Support

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