tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1397-errors-on-transferInfinite Kind: Discussion 2016-05-12T15:20:25Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T08:33:22Z2016-02-11T08:33:22ZErrors on transfer<div><p>Hi Marni,</p>
<p>If you're exporting your data from Quicken, and importing to
Moneydance, we'd recommend following 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>. Can you try to follow these instructions and let
me know if you encounter any difficulties?</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T13:50:59Z2016-02-11T13:50:59ZErrors on transfer<div><p>I was finally able to do it - so does Moneydance download
directly from banks or do I need to export then import the file? I
have many accounts - do I have to do it one by one?</p></div>Marni Wienertag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T13:55:06Z2016-02-11T13:55:06ZErrors on transfer<div><p>Hi Marni,</p>
<p>Which banks are you trying to connect with?</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your bank is on the list, this means they support direct OFX
connections. You can setup 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>Unfortunately, if your bank is not listed, 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>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T14:23:19Z2016-02-11T14:23:19ZErrors on transfer<div><p>That option is greyed out in the Online tab.</p></div>Marni Wienertag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T14:44:33Z2016-02-11T14:44:33ZErrors on transfer<div><p>Hello,</p>
<p>You will need to first open the register of the account you want
to set up a connection for by clicking on it in the left ssidebar.
Then those options should be available.</p>
<p>Ethan<br>
Moneydance Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T15:00:53Z2016-02-11T15:00:53ZErrors on transfer<div><p>I looks like you don’t support RBC Canada anyway.</p></div>Marni Wienertag:infinitekind.tenderapp.com,2009-01-14:Comment/391419162016-02-11T15:17:23Z2016-02-11T15:17:23ZErrors on transfer<div><p>Hi Marni,</p>
<p>Unfortunately, it doesn't appear that RBC Canada supports direct
OFX connections.<br>
With any banks that do not support this feature, you can download
data from the banks website as I detailed in a previous reply.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny