Chase Bank
Sir/Madam,
I would like to return to MoneyDance for my personal finance. Please advise about connecting to Chase and Wells Fargo banks.
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1 Posted by dwg on 09 Jul, 2023 12:21 PM
I'm a fellow user.
For automatic downloads Well Fargo support Direct Connect. Chase however have discontinued their support of this so the only option for automatic downloads is the optional, paid for, Moneydance+ service.
2 Posted by Philip Kauffman on 09 Jul, 2023 01:40 PM
Thanks!
Support Staff 3 Posted by Ethan on 09 Jul, 2023 07:46 PM
If you haven't already, I encourage you to download our free trial version from http://infinitekind.com/downloads 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 things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.
In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb
Ethan
Infinite Kind Support
Ethan closed this discussion on 09 Jul, 2023 07:46 PM.