tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1389-need-detailsInfinite Kind: Discussion 2016-03-01T11:43:40Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391240082016-02-10T12:53:05Z2016-02-10T12:53:05ZNeed details<div><p>Hi Robert,</p>
<p>Unfortunately, it appears that your bank doesn't support direct
OFX connections, which Moneydance (and other financial software)
requires in order to talk directly to a bank.<br>
The best way to get your transactions into Moneydance is to use a
web browser to download them from your bank's web site. You can
download into QFX, QIF, OFX or OFC files (sometimes referred to as
Quicken or MS Money files), any of which will import cleanly into
Moneydance.<br>
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>If you haven't already, I encourage you to download our free
trial version and experiment with the program before you decide if
you would like to purchase it. 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>You can follow the steps 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>To write and print checks, when entering a new transaction
select {print} from the check# field. To print the checks select
File --> Print Checks. You can specify the check printing
options by selecting File --> Preferences and click in the
"Check Printing" Tab. You can read more about this <a href="http://help.infinitekind.com/kb/everything-else/how-do-i-print-checks-in-moneydance">
here</a>.</p>
<p>Regarding your stocks, Moneydance can automatically download
price information from Yahoo! and Google Finance. Most of the
ticker symbols that you can use with these sites are provided for
download. You can access this information by installing the Quotes
and Exchange Rates extension and can read about setting this up
<a href="http://help.infinitekind.com/kb/investments/how-can-i-import-security-stock-or-mutual-fund-prices">
here</a>.</p>
<p>I hope this information is helpful! Please let me know if I can
be of further assistance, or if you have any other queries.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391240082016-02-10T15:02:53Z2016-02-10T15:02:53ZNeed details<div><p>Many thanks – one more question – how do I put this
– trial and paid or software - on my other computers –
country home and laptop ( I travel a lot) ?</p>
<p>Sincerely,</p>
<p>Robert Ruben</p></div>Robert Rubentag:infinitekind.tenderapp.com,2009-01-14:Comment/391240082016-02-10T15:06:31Z2016-02-10T15:06:31ZNeed details<div><p>Hi Robert,</p>
<p>To share your data set between two computers running Moneydance,
you need to move your data set to a folder that's shared by the two
computers. We recommend using your Dropbox. <a href="http://help.infinitekind.com/kb/moneydance-2014/how-to-move-your-data-file-to-a-different-location-in-moneydance-2012-and-above">
This article</a> details how to do this. Move your data set to your
Dropbox folder, then open the data set from there on each computer
(only on one at a time, to avoid corruption) and your data will
sync between the two computers.</p>
<p>When you purchase Moneydance, you will be sent a license key via
email, which you can use to register the software on multiple
systems (provided it is for personal use).</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny