Banking Question
Does this software require purchaser to attach their online bank account in order to work? Or can this software work privately offline on the desktop?
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1 Posted by dwg on 15 Aug, 2024 02:57 AM
Online access is totally optional.
Moneydance is sold worldwide and in many parts of the world online access is simply not available, so with Moneydance you can manually enter data or download and import transactions files downloaded from your Institution.
Support Staff 2 Posted by Maddy on 15 Aug, 2024 03:23 PM
Hi,
Thank you for contacting Moneydance support.
Moneydance is not cloud based (if that was the question ;)).
Your data files are stored locally within your system and you can choose to enter your data manually, if you prefer.
Currently, Moneydance supports automatic downloads using Direct Connect (mainly in the US) or Moneydance + (US and Canada).
Without Direct Connect and Moneydance +, you are still able to easily import your data into the program using the OFX or QFX file format, if either of these are available from your bank's website. If not, you can use the QIF file format.Please find the steps for manually importing your data in this article.
If you wish, you can download the trial version of Moneydance from our website on this page.
The trial 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 downloading data from your bank, and importing data from other personal finance software.
If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.
I hope this information is helpful. Please let me know if you have further questions or need any assistance.
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Maddy, Infinite Kind Support