USAA Direct Connect

As of the beginning of December 2023, it appears that USAA have completely dropped support for Direct Connect

They have moved to a totally different way of directly downloading transactions using an aggregator. Currently MoneyWell only supports automatic downloads via Direct Connect.

In the short term, MoneyWell will not be able to support this new connection method. It is still possible to download an OFX / QFX / QIF / CSV file via your online banking to import into MoneyWell without needing to enter transactions manually, Importing Transactions.

In the longer term, we’re working on a way to offer additional connection options. We’ve identified a suitable aggregation partner, but there are significant hurdles both technical and legal which will require work, so this is not going to be a quick process. We’ll start to share more information on this when we’re further along in the process.

We have an ongoing support article, here, with details. If we get any further information, we will update that article.

As always, if you need help, support or have discovered a problem with MoneyWell, please contact us via our support site or by emailing us on help@moneywell.app. This is the fastest and best way to get a good response.