tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3306-how-do-i-get-startedInfinite Kind: Discussion 2018-10-18T14:06:07Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/400476352016-06-06T17:00:23Z2016-06-06T17:00:23ZHow do I get started?<div><p>Hi Jae,</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>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).</p>
<p>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.<br>
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.</p>
<p>If you're new to Moneydance, you may want to check out the
<a href="http://help.infinitekind.com/kb/getting-started-2">Getting
Started</a> articles, that detail the basic MD features and
functions.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jennytag:infinitekind.tenderapp.com,2009-01-14:Comment/400476352016-06-07T18:01:45Z2016-06-07T18:01:46ZHow do I get started?<div><p>Hello Jenny,</p>
<p>I would like to cancel this order and not use Moneydance. I use
Quicken<br>
but that program was not working. After I downloaded Moneydance,
I<br>
realized that it would take a lot of effort to make it work. So
finally,<br>
yesterday my computer geek discovered that I was using version 1 of
Quicken<br>
2014 and was supposed to be using version 9. He fixed it with a
mondo<br>
patch and so now I am still able to use Quicken. I don't like
Quicken, but<br>
if it works I will stay with it.</p>
<p>Could you turn off Moneydance and give me a refund?</p>
<p>Jae Brown</p></div>Jae Browntag:infinitekind.tenderapp.com,2009-01-14:Comment/400476352016-06-07T18:23:38Z2016-06-07T18:23:38ZHow do I get started?<div><p>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.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>Ben Spencer<br>
Infinite Kind Support</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/400476352016-06-07T20:06:24Z2016-06-07T20:06:24ZHow do I get started?<div><p>You folks are really kind!</p></div>Jae Brown