tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/242-everythingInfinite Kind: Discussion 2016-03-19T05:04:17Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/371908352015-06-22T22:52:43Z2015-06-22T22:52:44ZEverything<div><p>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.</p></div>tag:infinitekind.tenderapp.com,2009-01-14:Comment/371908352015-06-23T13:00:42Z2015-06-23T13:00:42ZEverything<div><p>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:</p>
<p><a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>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.</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 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:</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>Ian<br>
Infinite Kind Support</p></div>Ian Ltag:infinitekind.tenderapp.com,2009-01-14:Comment/371908352015-07-13T01:32:19Z2015-07-30T01:38:56ZEverything<div><p>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. :-)</p></div>LarryW