SEE FINANCE 1.1.5 PC
Some institutions also have to setup accounts for their Direct Connect downloads service separately for Macs and PCs, so for example even if you used Quicken® on PC you might need to be also setup to use Quicken on a Mac.Many institutions require special login credentials just for their Direct Connect downloads service, separate from their website login credentials, and/or charge customers additional fees to user their Direct Connect downloads service.Direct Connect downloads are primarily only supported by U.S.Most do support Web Connect downloads for obtaining account information. Not all institutions support Direct Connect downloads.In SEE Finance, all three items are saved in your Apple Keychain or not all based on user choice. There are three key pieces of information needed for account downloads: account number, account login name (sometimes also the account number), and account login password.
SEE FINANCE 1.1.5 SOFTWARE
When you come back and download account data again the software requests the needed info from the Apple Keychain if it exists or asks for your input for the needed information.
The information sent back and forth are actually OFX files and these files are not saved at all either during downloads or when you import the files manually as they contain personal account information, unless the user opted to do so (note QFX files are Quicken®'s version of OFX files with additional fields added). With Direct Connect downloads the software will request the login credentials from you and let you decide to save them your Apple Keychain or not, then it requests info back and forth with your institution using a secure connection. The only time critical personal information is read into the software is with Direct Connect account downloads and importing QFX and OFX files. This is the recommendation for all applications that need to save and use sensitive information, storing them in your Apple Keychain, and is used by Apple's own applications. They are either stored securely in your Apple Keychain or not at all. If you choose to use Direct Connect account downloads, you can choose to save your account login credentials in your Apple Keychain or not at all.Īccount numbers, login names and passwords are not saved in the program's files.
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