tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1490-direct-connect-supportInfinite Kind: Discussion 2016-06-03T16:50:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/393282932016-03-04T16:48:20Z2016-03-04T16:48:20ZDirect connect support<div><p>Hi Sam,</p>
<p>You can view a full list of our current supported financial
institutions at the following page on our website:</p>
<p><a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your financial institution is not listed there, but does
offer an OFX direct connect server for transaction download, we'd
be happy to set the connection up. If your financial institution
does not offer these services, 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. 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.</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
connections with your bank. 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 here:</p>
<p><a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>For more information on how to get the most out of your trial
period, check out our <a href="http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial">
blog post on the subject</a>.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanley