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Ho to add credit card account to acemoney

Posted: Wed Apr 18, 2018 9:57 pm
by gladd0814
Can anyone give me instructions on how to use ACE Money to download credit card transactions from Fidelity--the bank is called Elan.

I am not getting any response from customer service and the search on this forum doesn't yield results.

Suggestions?

Re: Ho to add credit card account to acemoney

Posted: Fri Apr 27, 2018 2:57 pm
by RLebeau
AFAICS, AceMoney doesn't have any Direct Connect (via the OFX protocol) details for Elan.

As of 2 years ago, Elan officials stated that Elan doesn't officially support Quicken at all (which doesn't bode well for AceMoney, either), but some users were able to make it work anyway.

I'm not sure what the current status of Elan's online access is. *IF* Elan officially supports Direct Connect now, and *IF* you can get their OFX details, then you can manually add Elan to AceMoney's list of banks by editing the "%AceMoneyInstallFolder%\Language\onlineservices.dta" file in a text editor, like Notepad.

But that is a big *IF*. A lot of banks simply don't support Direct Connect. In those cases, you just have to manually login to the bank's website (for Elan, that is https://www.myaccountaccess.com), download the desired transactions to a file (preferably OFX, but QIF, QFX, OFC, XML, and CSV work, too), and then import that file into AceMoney.