So I quit using Quicken a few years ago when Intuit sold it to H.I.G Capital. Quicken now forces its users to pay a monetary fee every single year in order to download transactions. This is absolutey ridiculous, and I guess USAA doesn't care about its customers who are now apparently being forced to use Quicken if we wish to download transactions.

 

I switched to Moneydance which is not only a superior program, but the company does NOT force you to upgrade to continue to use features every single year. I hope USAA is getting a lot of money from Quicken to shut down all of its competitors... Ive been with USAA for 24+ years.. I bank, and have auto, life,  and homeowners insurance all with USAA. Im not afraid to look for a new priovider for all of these services. I believe many others are like me. Im already testing out services from several local Credit Unions and GEICO, I"d rather stay and USAA fix the issue, but so far im liking what im seeing from your competitors.


Most Helpful

ignored customer 999 - Sorry you are have trouble connecting to Moneydance. I would urge you to try the steps below.


Step 1: If you're having trouble creating or retrieving your Access ID and PIN you can do that here: www.usaa.com/accessid
 
Step 2: Go back to Moneydance and enter your Access ID and Access PIN.
 

USAA is committed to ensuring members have the ability to share their account information with 3rd party applications. If you are currently not able to link your USAA accounts to a 3rd party application we recommend you inquire with the 3rd party application provider about the different connection options with USAA that are available to you. I hope this information is helpful. - Jason

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3 REPLIES

ignored customer 999 - Sorry you are have trouble connecting to Moneydance. I would urge you to try the steps below.


Step 1: If you're having trouble creating or retrieving your Access ID and PIN you can do that here: www.usaa.com/accessid
 
Step 2: Go back to Moneydance and enter your Access ID and Access PIN.
 

USAA is committed to ensuring members have the ability to share their account information with 3rd party applications. If you are currently not able to link your USAA accounts to a 3rd party application we recommend you inquire with the 3rd party application provider about the different connection options with USAA that are available to you. I hope this information is helpful. - Jason

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Hi Jason,

    This is the most helpful information provided this far from USAA. Thank you very much for providing this URL! Before this, we only had links to other URLs that already contained a clientID but this seems to generate a unique ID specifically for each user. I'm not sure if the devs of Moneydance and other software have updated their software yet but they will probably need to have the customers either pull this from the URL manually or to have the software browse to the page to extract this information.

Capt_Ahab - Thanks for following up. Glad I could help. - Jason