If you prefer to use the original PDF document, it can be downloading via the following link. It is estimated the steps below will take around 30 minutes to complete. The script is not guaranteed to work, but the majority of customers who have followed the steps have reported success.īefore following the steps below, take a manual backup of your data file via File -> Export Backup. Many thanks to Stuart, for instructions and testing, and for credits and technical OFX input. Stuart Beesley, a Moneydance user and contributor to the support forum, has written a python script that allows you to update your Moneydance dataset with the correct OFX connection settings that USAA requires. We are working to resolve this, but I’m afraid the connection is not working correctly at this time. Unfortunately USAA have recently made a change that seems to have disabled direct OFX connections, which Moneydance and other software requires to directly communicate with their servers.
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