tag:infinitekind.tenderapp.com,2009-01-14:/discussions/financial-institution-direct-connection-support-requests/3391-bank-requestInfinite Kind: Discussion 2016-08-10T09:24:38Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/405002502016-08-09T07:53:41Z2016-08-09T07:53:41ZBank Request<div><p>Hi Stacie,</p>
<p>Moneydance supports automatic connections via Direct Connect and
you can view a list of our supported financial institutions here -
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
Unfortunately, it appears your bank does not support this feature,
which Moneydance requires in order to talk directly to a bank. If
your bank decides to use Direct Connect in the future we will be
happy to assist in setting up a connection.</p>
<p>Without Direct Connect, 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>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>I hope this information is helpful, please let me know if I can
be of further assistance.</p>
<p>Ian O<br>
Infinite Kind Support</p></div>Ian Otag:infinitekind.tenderapp.com,2009-01-14:Comment/405002502016-08-10T00:20:08Z2016-08-10T00:20:08ZBank Request<div><p>Ian:</p>
<p>Thank you for the quick reply. I'm a mac user and this coupled
with no<br>
online bank access makes use of the program more difficult than
I<br>
anticipated and would like to get a refund. Can you please give
me<br>
instructions on how to get a refund?</p>
<p>Thank you.</p>
<p>Stacie Higgins</p></div>staciehiggins70tag:infinitekind.tenderapp.com,2009-01-14:Comment/405002502016-08-10T00:29:29Z2016-08-10T00:29:29ZBank Request<div><p>Hi Stacie,</p>
<p>I would be happy to authorize a refund and I am inclined to
offer you technical assistance first. This is not an attempt to get
out of giving you a refund, if that is what you want let me know
and I will authorize it. However if there is something specific
that I might be able to assist you with, I am at your service.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance.</p>
<p>David Hanley<br>
Infinite Kind Support</p></div>David Hanleytag:infinitekind.tenderapp.com,2009-01-14:Comment/405002502016-08-10T01:55:14Z2016-08-10T01:55:14ZBank Request<div><p>Thank you David. I'm learning that very few personal finance
systems are<br>
mac compatible, it's easier to do the management on excel. A refund
would<br>
be appreciated.</p>
<p>Thank you.</p></div>staciehiggins70tag:infinitekind.tenderapp.com,2009-01-14:Comment/405002502016-08-10T09:24:37Z2016-08-10T09:24:37ZBank Request<div><p>Hi Stacie,</p>
<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>Ian O<br>
Infinite Kind Support</p></div>Ian O