How do I get started?

Jae F Brown's Avatar

Jae F Brown

06 Jun, 2016 04:57 PM

Help!!! I can't download accounts from my bank.

  1. Support Staff 1 Posted by Jenny on 06 Jun, 2016 05:00 PM

    Jenny's Avatar

    Hi Jae,

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of banks that support this feature here.

    If your bank is listed, can set this up 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).

    If your bank is not listed, then 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.
    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, which makes the download process easier.

    If you're new to Moneydance, you may want to check out the Getting Started articles, that detail the basic MD features and functions.

    Jenny
    Infinite Kind Support

  2. 2 Posted by Jae Brown on 07 Jun, 2016 06:01 PM

    Jae Brown's Avatar

    Hello Jenny,

    I would like to cancel this order and not use Moneydance. I use Quicken
    but that program was not working. After I downloaded Moneydance, I
    realized that it would take a lot of effort to make it work. So finally,
    yesterday my computer geek discovered that I was using version 1 of Quicken
    2014 and was supposed to be using version 9. He fixed it with a mondo
    patch and so now I am still able to use Quicken. I don't like Quicken, but
    if it works I will stay with it.

    Could you turn off Moneydance and give me a refund?

    Jae Brown

  3. 3 Posted by Ben Spencer on 07 Jun, 2016 06:23 PM

    Ben Spencer's Avatar

    I am sorry that our product did not meet your needs. I have asked our payment processing partners BMT Micro to process your refund. They will let you know when the process is complete from their end.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance.

    Ben Spencer
    Infinite Kind Support

  4. Ben Spencer closed this discussion on 07 Jun, 2016 06:23 PM.

  5. Jae Brown re-opened this discussion on 07 Jun, 2016 08:06 PM

  6. 4 Posted by Jae Brown on 07 Jun, 2016 08:06 PM

    Jae Brown's Avatar

    You folks are really kind!

  7. Ben Spencer closed this discussion on 07 Jun, 2016 08:10 PM.

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