Bank Syncing

Angie N's Avatar

Angie N

15 Jul, 2018 01:32 PM

Does the new version of money dance sync with TN Valley FCU? The older version I have does not. Before upgrading, I wanted to find out if this is now available.

  1. Support Staff 1 Posted by Ethan on 15 Jul, 2018 04:04 PM

    Ethan's Avatar

    Unfortunately, it doesn't appear that your credit union supports direct OFX connections, which Moneydance requires in order to talk directly to a financial institution. The best way to get your transactions into Moneydance is to use a web browser to download them from your credit union's web site. You can download into QFX, OFX, OFC, or QIF 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.

    If your credit union begins to support direct OFX connections in the future, we will be happy to work with them.

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

    Ethan
    Moneydance Support

  2. Ethan closed this discussion on 15 Jul, 2018 04:04 PM.

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