Electro Savings Credit Union

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buffo

11 Aug, 2017 04:38 PM

Hi
I just tried this Bank in Quicken 2015 and it appears to be supported with Direct Connection now. Could you please add it to MoneyDance?
I double checked Quicken's list of FI and it also appears there.
Thanks
John
Electro Savings Credit Union http://www.electrosavings.com

  1. Support Staff 1 Posted by Ian O on 12 Aug, 2017 08:22 AM

    Ian O's Avatar

    Hi John,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here. Unfortunately it appears that your bank does not support this connection type which Moneydance requires to perform automatic downloads. I believe the only connection available for Electro Savings Credit Union is Web Connect. If your bank decides to implement Direct Connect in future, we will be happy to assist in setting up a connection.

    If your bank does not support Direct Connect, you are still able to import your data into the program. The best way to get your files into Moneydance is to use a web browser to download them from your bank's web site. You can download into QFX, OFX, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.

    Please let me know if I can be of further assistance.

    Ian O
    Infinite Kind Support

  2. 2 Posted by buffo on 12 Aug, 2017 02:51 PM

    buffo's Avatar

    The Quicken list of FI show this as Direct Connect. Are you sure?
    Thanks

  3. 3 Posted by buffo on 12 Aug, 2017 03:56 PM

    buffo's Avatar

    It looks like they are using Express Web connect. I just found out about the difference.
    Sorry,
    John

  4. Support Staff 4 Posted by Ian O on 13 Aug, 2017 10:09 AM

    Ian O's Avatar

    Not a problem John. I'll close this discussion for now, but don't hesitate to get back in touch if you have further questions or need any assistance.

    Ian O
    Infinite Kind Support

  5. Ian O closed this discussion on 13 Aug, 2017 10:09 AM.

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