tag:infinitekind.tenderapp.com,2009-01-14:/discussions/syncspace-app-support/391-setting-up-accounts-and-budgetInfinite Kind: Discussion 2015-11-01T13:12:32Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382868772015-11-01T13:12:31Z2015-11-01T13:12:31Zsetting up accounts and budget<div><p>Hi Julie,</p>
<p>I have replied to you in another discussion regarding budgets
and getting started.</p>
<p>Some banks support automatic connections. You can view a list of
our supported financial institutions here - <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a></p>
<p>If your bank is listed, then you can follow the instructions in
the following articles to setup a direct connection with your
financial institution - <a href="http://help.infinitekind.com/kb/online-banking/enabling-direct-connections">
http://help.infinitekind.com/kb/online-banking/enabling-direct-conn...</a>
<a href="http://help.infinitekind.com/kb/online-banking/setting-up-online-banking">
http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...</a></p>
<p>If your bank is not listed then unfortunately your financial
institution does not support direct OFX connections, which
Moneydance (and other financial software) requires in order to talk
directly to a bank.<br>
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, OFX or OFC files (aka Quicken or MS Money
files), any of which will import cleanly into Moneydance.</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