Add bank request

Rick 's Avatar

Rick

01 Dec, 2017 03:51 AM

Just downloaded Moneydance and successfully imported all my Quicken data with only a few duplicate transactions. Works great and looking forward to registering after a brief trial. My bank isn't listed for Direct Connect. Please try to add TwinStar Credit Union, located in Olympia, WA with several other branches in the state.
 
I connected to TwinStar CU using Quicken using Express Web Connect. Is this another name for Direct Connect?

  1. Support Staff 1 Posted by Ian O on 01 Dec, 2017 10:50 AM

    Ian O's Avatar

    Hi Rick,

    Moneydance supports automatic downloads via Direct Connect, and unfortunately your bank does not support this connection method. If your bank begins to support Direct Connect at any point, we'd be happy to assist in setting up a connection with them.

    It's possible your bank supports other connection methods - Web Connect, Quicken Connect or Express Web Connect. Moneydance only supports automatic downloads via Direct Connect - This is for your security, and you can read more about why we only support this connection type in our blog and also in this article.
    By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.

    Without Direct Connect, you are still able to easily 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.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Ian O
    Infinite Kind Support

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