tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1377-free-trail-for-moneydanceInfinite Kind: Discussion 2016-05-10T16:00:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-08T15:19:23Z2016-02-08T15:19:23ZFree trail for MoneyDance?<div><p>Hi Eric,</p>
<p>The demo version is fully functional and allows you to manually
enter 100 transactions. Imported transactions are not limited, so
you'll be able to fully test importing your data from Quicken.</p>
<p>If you decide to purchase the program at a later date you can
keep all your data, the license key simply unlocks the ability to
manually enter more transactions. You can download the trial
version of Moneydance from <a href="http://infinitekind.com/downloads">here</a>.</p>
<p>If you encounter any difficulties, you can post your queries and
issues to this forum, and a member of the support team will get
back to you.</p>
<p>Once you have downloaded the trial, you can follow the
instructions in <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
this article</a>, which details exporting your data from Quicken
and importing to Moneydance.</p>
<p>I would also recommend checking out the <a href="http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide">
User Guide</a>, specifically the first few chapters which detail
getting started and setting up your account.</p>
<p>I hope this information is helpful, please let us know if we can
be of further assistance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-08T17:51:33Z2016-02-08T17:51:34ZFree trail for MoneyDance?<div><p>Hi Jenny</p>
<p>Thanks for your help. Is on-line help the only support? I often
like to talk to a person, although that at times is just as long.
My reason for wanting to try Moneydance is because of the lack of
support with Quicken, so that will be an important element for me,
that is why I want to test drive before buying.</p>
<p>Another question for you: how do I set up a second account? I
set up my first one and that seemed to work and I was actually able
to download transactions from my bank which was very exciting. The
reason for setting this up is to get all of my transactions from
2015 so I can put them into categories in order to do my taxes. I
have not been able to import from the second account yet.<br>
Can I import older information or do I have to do that
manually??</p>
<p>Thanks in advance for your help.</p>
<p>Eric Reisman<br>
Baltimore, MD<br>
using Capital One Bank</p></div>reisvidtag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-08T18:16:28Z2016-02-08T18:16:28ZFree trail for MoneyDance?<div><p>The only support we offer is the online support.</p>
<p>You can create a second account by running Moneydance and from
the menu bar select Account->New Account...</p>
<p>How much information you can import is really dependent on how
much you bank makes available. Most banks make the last 3 months of
data available for direct download, but they may have more
available as OFX files if you look on their website.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-08T18:41:09Z2016-02-08T18:41:09ZFree trail for MoneyDance?<div><p>Thanks Ben.</p>
<p>OK, so here are the things I liked about Quicken and maybe you
can let me know which of these features you have:</p>
<ul>
<li>I liked being able to make a year end report of all of my
categories, to be used for my accountant;</li>
<li>I liked that it remembered my repeating transactions, so if I
typed in a name like BG&E for my electric company it gave me
the amount that I used the last time I put in that name;</li>
<li>I liked being able to create categories that reflected what I
used them for</li>
<li>and I like it when I can download the information from my bank
directly in to the system so that I don't have to put them in
manually; which is what I will probably have to do now to get
started;</li>
</ul>
<p>If MoneyDance works well for me then hopefully I can keep up
with it during the year, and set aside one night a month to
download my transactions.</p>
<p>Does this sound like what MoneyDance can do for me now?</p>
<p>Thanks,</p>
<p>Eric</p></div>reisvidtag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-09T13:26:46Z2016-02-09T13:26:46ZFree trail for MoneyDance?<div><p>1) You can use the "Income and Expenses" report for this
purpose.</p>
<p>2) Moneydance has an auto complete feature that works in the way
you describe here.</p>
<p>3) You can create any categories you need.</p>
<p>4) Direct downloads depend on which bank you are using. What are
the names of the banks you want to connect to?</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-09T14:02:31Z2016-02-09T14:02:31ZFree trail for MoneyDance?<div><p>Thanks Ben. Capital One is my bank for all checking
accounts.</p>
<p>Eric</p>
<p>----- Original Message -----</p></div>reisvidtag:infinitekind.tenderapp.com,2009-01-14:Comment/391181842016-02-09T15:53:43Z2016-02-09T15:53:43ZFree trail for MoneyDance?<div><p>Hi Eric,</p>
<p>Moneydance supports "Direct Connect" access to Capital One bank
accounts (but not credit card accounts), so you can use it to
download your transactions.</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan