Please add new bank - Community Financial CU

Jim's Avatar

Jim

07 Apr, 2018 07:05 PM

Please add Community Financial Credit union (CFCU)
https://www.cfcu.org/

  1. 1 Posted by Ian O on 08 Apr, 2018 08:35 AM

    Ian O's Avatar

    Hi Jim,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here.

    Unfortunately Community Financial Credit Union do not support Direct Connect access. If they begin to support this connection method at any point, we'd be happy to establish a connection with them.

    If you've previously connected within other personal finance software, your bank likely supports another connection method - Quicken Connect, Web 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

  2. 2 Posted by Jim Morabito on 08 Apr, 2018 09:14 AM

    Jim Morabito's Avatar

    Thank you!

    Sent from my mobile device

  3. 3 Posted by Ian O on 08 Apr, 2018 09:15 AM

    Ian O's Avatar

    No problem Jim, happy to help! 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

  4. Ian O closed this discussion on 08 Apr, 2018 09:15 AM.

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