Switching from Quickens (microsoft) to Moneydance (Mac)
1) is moneydance compatible with Canadian banks? Can i download my transactions with ease? What is the format used to transfer data from Bank into software?
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1 Posted by Scott Meehan on 28 Jul, 2015 03:36 PM
Hi Mendezc357,
Unfortunately, there aren't any Canadian banks that support direct OFX connections, which Moneydance requires in order to talk directly to a bank. 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.
If your bank begins to support direct OFX connections in the future, we will be happy to work with them.
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:
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](http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial).
Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!
Scott Meehan
Infinite Kind Support
Scott Meehan closed this discussion on 28 Jul, 2015 03:36 PM.