Downloading from bank
USAA doesn't download directly to Money dance. How would I do it?
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1 Posted by Ian O on 19 Mar, 2017 10:45 AM
Hi Deborah,
You can view a list of our supported financial institutions here - http://infinitekind.com/fi
'USAA Federal Savings Bank' is on the list, which means they support Direct Connect. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."
Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use.
I hope this information is helpful, please let me know if I can be of further assistance.
Ian O
Infinite Kind Support
System closed this discussion on 18 Jun, 2017 10:50 AM.