Trouble Linking Banks

Christina Gangi's Avatar

Christina Gangi

04 Nov, 2020 02:18 PM

Hi,

I recently purchased MoneyDance with the understanding that the free version did not allow for auto-download of transactions, but the paid version did. I'm having trouble setting up any of my accounts to auto-download of transactions. Is this a feature of the product? If so is there documentation of how to set it up?

Thank you,

Christina

  1. 1 Posted by -Kevin N. on 04 Nov, 2020 02:42 PM

    -Kevin N.'s Avatar

    Hi Christina,

    The trial-version is fully functional. I'm not sure how you were informed otherwise.

    Regardless, here is a link to several Moneydance KB articles related to setting up online banking and importing data into Moneydance.
    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay

    -Kevin N. (not a member of MD support)

  2. Melissa closed this discussion on 25 Nov, 2020 09:28 PM.

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