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ebrave

22 Jun, 2015 10:52 PM

I am on a MAC and have been using quicken for many years. As you must have heard by now the current quicken 2015 of MAC simply does not work. i have been told by my bank Wells Fargo that Mac users are switching to Moneydance. I have not paid and gotten a license yet as i am verifying the Moneydace really works.. What are your recommendations? I want to set up my existing accounts. Is it best to move them over from Quicken or to start by downloading the accounts form my bank. How can I set up with WF to download my accounts? That should do it for starters.

  1. 1 Posted by Ian L on 23 Jun, 2015 01:00 PM

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    It's possible to import data from Quicken into Moneydance. We have a detailed guide that can help you with the process, which is located here:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    You should be able to download your transactions into Moneydance using your Wells Fargo Online username and password. Wells Fargo dos charge a fee for this service, though the first three months are free.

    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 Wells Fargo. 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:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our blog post on the subject.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Ian
    Infinite Kind Support

  2. 2 Posted by LarryW on 13 Jul, 2015 01:32 AM

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    If I may jump in here. Be sure to read all the instructions above about importing. I didn't and all my transactions had the wrong category so I manually had to change them. Wish I'd read instructions first. :-)

  3. System closed this discussion on 19 Mar, 2016 04:55 AM.

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