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Marty Rutledge's Avatar

Marty Rutledge

08 Sep, 2025 08:46 PM

Hello, I have been using Quicken for years and I'm less and less happy with every new upgrade they have. I would like to switch and it seem that Moneydance as quite a bit to offer. However, my major concern is that I bank with Alliant Credit Union and I will need a software that downloads data from this institution. Does Moneydance play well with Alliant?

Thank you...

  1. Support Staff 1 Maddy's Avatar Maddy on 09 Sep, 2025 10:44 AM

    Hi Marty,
    Thank you for contacting Moneydance support.

    Currently, Moneydance supports automatic downloads using Direct Connect or Moneydance +.

    While Alliant Credit Union may not support Direct Connect, they do support Moneydance+, which you might consider subscribing to for seamless integration.


    Without Direct Connect and Moneydance +, you are still able to easily import your data into the program using the OFX or QFX file format, if either of these are available from your bank's website. If not, you can use the QIF file format.Please find the steps for manually importing your data in this article.


    If you wish, you can download the trial version of Moneydance from our website on this page.

    The trial 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 downloading data from your bank, and importing data from other personal finance software.

    If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    --
    Maddy, Infinite Kind Support

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