What if my Credit Union isn't on your list
tiberian07
I was looking at a list of Financial institutions and didn't see my credit union, I'm getting tired of Quicken crashing on me all the time and looking for a viable replacement
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by David Hanley on Aug 09, 2015 @ 12:11 PM
Hi Tiberian,
Can you give me the name(s) of the financial institution(s) you're trying to connect to?
If your credit union doesn't happen to support OFX direct connections, the best way to get your transactions into Moneydance will be to use a web browser to download them from your bank'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 bank'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.
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.
David Hanley
Infinite Kind Support
System closed this discussion on Mar 19, 2016 @ 05:01 AM.