Adding My Credit Union For Online Banking

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woodfrank

28 Apr, 2015 10:10 PM

My Credit Union is Heartland Credit Union and is located in Madison Wisconsin. What steps are necessary to get my individual software to work with the Heartland Credit Union?

  1. 1 Posted by David Hanley on 29 Apr, 2015 11:25 AM

    David Hanley's Avatar

    Hi Frank,

    Unfortunately, it doesn't appear that Heartland Credit Union supports direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.  The best way to get your transactions into Moneydance is to use a web browser to download them from your bank's web site.  You can download into QFX, QIF, OFX or OFC 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 bank 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, and thank you for your interest in Moneydance.

    David Hanley
    Infinite Kind Support

  2. David Hanley closed this discussion on 29 Apr, 2015 11:25 AM.

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