downloading transactions

karen thelen's Avatar

karen thelen

02 May, 2019 03:44 PM

I am using a trial version of Moneydance. I'm switching from Quicken to Moneydance. That has a few wrinkles but nothing that cannot be worked out. What I wanted to test out was the ability to download transactions. It appears that I cannot do that in Moneydance. Is that true and if not true, how can I try it out? This is the main reason I'm considering switching applications.

Thank you.

  1. 1 Posted by karen thelen on 02 May, 2019 03:47 PM

    karen thelen's Avatar

    Just to make clear I am talking about downloading in the Moneydance TRIAL version

  2. 2 Posted by -Kevin N. on 02 May, 2019 04:03 PM

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    Hi Karen,

    The trail-version of Moneydance is fully functional.

    Take a look at these Moneydance KB articles related to downloading transactional data and importing it into Moneydance. Particularly, the ones 'Direct Connect', 'Automatic Downloads' and 'Manual Downloads'.

    If your financial institution is listed as supporting direct-connect but you can not establish a connection, provide the name of the bank, the version and build number of Moneydance and the text of any error message that you receive.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by karen thelen on 02 May, 2019 05:48 PM

    karen thelen's Avatar

    I asked if it worked in trial version.  I believe it doesn’t but I hope I am wrong. Can you clarify whether the trial version has this capability.

    Sent from Yahoo Mail for iPhone

    On Thursday, May 2, 2019, 11:03 AM, -Kevin N. <[email blocked]> wrote:

     #yiv8287407590 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv8287407590 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}

  4. 4 Posted by TonyRI on 02 May, 2019 09:26 PM

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    Hi Karen,

    As Kevin had stated, the trial version is fully functional (i.e. it is exactly the same as the registered version) and will, therefore, download transactions. The only difference is that there is a 100 manually entered transactions limit. Once you reach the limit of 100, the program will nag for a license key. Downloaded data doesn't count toward the limit.


    Tony (NOT from Moneydance Support)

  5. 5 Posted by TonyRI on 02 May, 2019 09:28 PM

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  6. 6 Posted by sth on 04 May, 2019 10:45 PM

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    Yes, the trial version can download transactions from most banks. The banks listed at are supported.

    Can you give more info about what version of MD, what OS and what issue you are having with what institution?
    Scott (also not from MD support)

  7. System closed this discussion on 03 Aug, 2019 10:50 PM.

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