tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1872-free-trialInfinite Kind: Discussion 2016-07-30T03:53:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/397574272016-04-29T09:28:21Z2016-04-29T09:28:21Zfree trial<div><p>Hi Jody,</p>
<p>You can download the trial version of Moneydance <a href="http://infinitekind.com/downloads">here</a>. 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 your bank or other finance software.
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.</p>
<p>Moneydance supports Direct Connect, and you can view a list of
financial institutions that support this feature <a href="http://infinitekind.com/fi">here</a>. 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>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 Connect
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. <em>"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."</em></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>I hope this information is helpful. Please let me know if you
have any questions or need assistance getting setup.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny