tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/645-does-the-trial-version-offer-banking-downloadsInfinite Kind: Discussion 2015-06-29T19:57:00Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/372479192015-06-29T14:47:39Z2015-06-29T14:47:39Zdoes the trial version offer banking downloads?<div><p>Hello,</p>
<p>After opening the register of your bank account by clicking on
it in the left sidebar, go to Online -> Set Up Online Banking
from the menu bar</p>
<p>The list of banks we currently support direct connections to is
at <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>Our full user guide can be downloaded at <a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide</a></p>
<p>Please let me know if I can be of further assistance,</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/372479192015-06-29T15:38:09Z2015-06-29T15:38:10Zdoes the trial version offer banking downloads?<div><p>does your trial version allow download from bankif so, can you
give me directions or a link<br>
thanks<br>
kevin</p>
<pre>
<code> On Monday, June 29, 2015 8:47 AM, Ethan <tender+daeac07341@tenderapp.com> wrote:</code>
</pre>
<p>#yiv7570518513 pre {width:92%;margin:10px 2%;padding:5px
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#ccc;}</p></div>kent contag:infinitekind.tenderapp.com,2009-01-14:Comment/372479192015-06-29T19:56:59Z2015-06-29T19:56:59Zdoes the trial version offer banking downloads?<div><p>Hi Kevin,</p>
<p>Yes, it does! You may have to enable "Direct Connect" access
first, before you'll be able to download your transactions in
Moneydance. Many financial institutions will require you to enable
your accounts for application-based online banking. You can
accomplish this by asking your bank to set up your account for
direct connections from Quicken. Moneydance uses exactly the same
OFX server connection protocol as Quicken but your bank
representative may not know this and mistakenly believe that you
can not connect in Moneydance. Calling up your bank and stating
precisely the following should get you started. "Please enable
direct connect on my account such that I can connect to your
servers directly with Quicken. Also give me the login credentials I
need to connect Quicken to this service."</p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use. </p>
<p>You can then read about setting up your online connections
here:</p>
<p><a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...</a></p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan