tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/929-canadian-userInfinite Kind: Discussion 2015-12-03T11:35:01Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/386092452015-12-03T02:32:29Z2015-12-03T02:32:29ZCanadian user <div><p>Thinking of switching from Quicken. Can Moneydance handle
downloads from Canadian banks? Can data in Moneydance be exported
as a cvs file, or if not what other file formats are available?</p></div>Geofftag:infinitekind.tenderapp.com,2009-01-14:Comment/386092452015-12-03T11:35:00Z2015-12-03T11:35:00ZCanadian user <div><p>Hi Geoff,</p>
<p>If you are switching from Quicken, you may be interested in the
following article, which details how to import your data - <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs">
http://help.infinitekind.com/kb/importing-data-from-banks-and-other...</a></p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
If your bank is on the list, then they support direct OFX
connections. You can set up 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>If your bank is not listed, then unfortunately they do not
support direct OFX connections, which Moneydance (and other
financial software) requires in order to talk directly to a
bank.</p>
<p>The best way to get your files into Moneydance is to use a web
browser to download them from your bank's web site. You can
download into QFX, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance.</p>
<p>Data can be exported as HTML, tab delimited, or comma-delimited
(CSV) file. Reports also contain a “Copy to Clipboard”
button to more easily transfer data to a spreadsheet.</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
importing your data.</p>
<p>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:<br>
<a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny