tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/1696-brand-new-to-money-dance-setup-bank-accounts-from-capital-oneInfinite Kind: Discussion 2015-12-14T13:02:16Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/386890042015-12-14T13:02:14Z2015-12-14T13:02:14Zbrand new to money dance setup bank accounts from capital one<div><p>Hi Chad,</p>
<p>As a new user, I would highly recommend you check out the
<a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
User Guide</a> which has lots of information about getting started,
and details about how to set up your accounts.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
If your bank is on the list, then they support direct OFX
connections. You can get up online banking with these banks within
Online --> Set Up Online Banking. Then select 'New Connection'
and choose your financial institution from the list.</p>
<p>If your bank is not listed, then unfortunately they do not
support direct OFX connections, which Moneydance (and other
financial software) requires in order to talk directly to a
bank.</p>
<p>The best way to get your files into Moneydance is to use a web
browser to download them from your bank's web site. You can
download into QFX, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance.</p>
<p>You can also open your bank's download page directly (after
entering the appropriate address in the Account->Edit Account
menu) by going to the menu bar and selecting Online->Open
Account Website, which makes the download process easier.</p>
<p>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny