tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3265-considering-switching-from-quicken-to-moneydanceInfinite Kind: Discussion 2016-10-02T02:36:53Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/398833862016-05-15T01:45:23Z2016-05-15T01:45:23ZConsidering switching from Quicken to MoneyDance<div><p>I want to know if TD Bank supports Moneydance and allows online
transactions and downloads if I was using Moneydance</p></div>Douglas Creedtag:infinitekind.tenderapp.com,2009-01-14:Comment/398833862016-05-15T09:53:54Z2016-05-15T09:53:54ZConsidering switching from Quicken to MoneyDance<div><p>Hi Douglas,</p>
<p>Moneydance supports automatic downloads via Direct Connect, and
you can view a list of banks that support this feature <a href="http://infinitekind.com/fi">here</a>.</p>
<p>'TD Bank' is on the list, which means they support direct OFX
connections. You can setup online banking within Online --> Set
Up Online Banking. Then select 'New Connection' and choose your
financial institution from the list. You may need to contact your
bank to enable Direct Connect access, and for your password and pin
(which generally differ from those used for online banking).</p>
<p>If you haven't already, I encourage you to download our free
trial version and experiment with the program. 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 from Quicken and your banks.</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 <a href="http://infinitekind.com/downloads">here</a>.</p>
<p>I hope this information is helpful. Please let me know if you
have any questions, or if you would like instructions for importing
from Quicken.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny