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Piotr

10 Dec, 2021 04:57 PM

I'm considering switching from Quicken to your app. A very important consideration for me is to be able to use the data I have with a couple more obscure financial institutions (credit unions). Could you tell me if you have the connection established with: 1. Patelco Credit Union (https://www.patelco.org) and 2. University Federal Credit Union (https://universityfcu.financialhost.org/Login)
Thanks
Piotr

  1. 1 Posted by -Kevin N. on 10 Dec, 2021 05:41 PM

    -Kevin N.'s Avatar

    Hi Poitr,

    Per the list of supported financial institutions, Moneydance can connect to both of your CUs.
    https://infinitekind.com/fi

    If I may make a suggestion, download the trial-version of Moneydance to see if it suits your needs before paying out any money.

    You can d/l the trial version here:
    https://infinitekind.com/download-moneydance-personal-finance-software

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Piotr Pawlikows... on 10 Dec, 2021 08:23 PM

    Piotr Pawlikowski's Avatar

    Thank you. I did look at the list after I had send my inquiry and I was pleased to see both institutions there. I also want to point out that your fast response to my question is a great insensitive for me to try your app.

    Thank you very much

    Piotr Pawlikowski
    Cell: (415) 328-1435

  3. 3 Posted by -Kevin N. on 10 Dec, 2021 09:12 PM

    -Kevin N.'s Avatar

    Hi Piotr,

    You're welcome.

    incentive* : )

    -Kevin N. (not a member of MD support)

  4. 4 Posted by Piotr Pawlikows... on 10 Dec, 2021 11:59 PM

    Piotr Pawlikowski's Avatar

    Autocorrect :)

    Piotr Pawlikowski
    Cell: (415) 328-1435

  5. 5 Posted by -Kevin N. on 11 Dec, 2021 12:15 AM

    -Kevin N.'s Avatar

    Malapropism: Noun. The mistaken use of a word in place of a similar sounding one, often with an unintentionally amusing effect. : )

    -Kevin N. (not a member of MD support)

  6. System closed this discussion on 12 Mar, 2022 12:20 AM.

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