Automatic Download

John's Avatar

John

22 Feb, 2020 06:59 PM

If I buy your software, will I be able to automatically download transactions from my brokerage account?

  1. Support Staff 1 Posted by Ethan on 22 Feb, 2020 08:03 PM

    Ethan's Avatar

    Hello,

    The full list of financial institutions that we know of who currently support direct connections can be found at: https://infinitekind.com/fi

    Even if your bank isn't listed, you can still get your transactions into Moneydance by using a web browser to download them from your bank's web site. You can download into QFX, OFX, OFC, or QIF files (sometimes referred to as 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. If your bank begins to support direct OFX connections in the future, we will be happy to work with them.

    I encourage you to download our free trial version from http://infinitekind.com/downloads and experiment with the program before you decide if you would like to purchase it. 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 things like importing from other programs and connections with your bank. If you decide to purchase the program at a later date (from http://infinitekind.com/purchase) you can keep all your data, the license key simply unlocks the ability to manually enter more transactions.

    In case you haven't found it yet, detailed information on how to use the program can be found at https://infinitekind.tenderapp.com/kb

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 22 Feb, 2020 08:03 PM.

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