Compatibility with Chase and eTrade

Kevin's Avatar

Kevin

19 Nov, 2015 09:34 PM

Is your product compatible with Chase and eTrade for importing (downloading) transactions? Also, can your product import historical data from Quicken Essentials for Mac.

  1. 1 Posted by Scott Meehan on 20 Nov, 2015 05:06 PM

    Scott Meehan's Avatar

    Hi Kevin,

    Yes, Moneydance can download transactions from both of those financial institutions! You may have to enable "Direct Connect" access to both first, before being able to download. Many financial institutions will require you to enable your accounts for application-based online banking. You can accomplish this by asking your bank to set up your account for direct connections from Quicken. Moneydance uses exactly the same OFX server connection protocol as Quicken but your bank representative may not know this and mistakenly believe that you can not connect in Moneydance. Calling up your bank and stating precisely the following should get you started. "Please enable direct connect on my account such that I can connect to your servers directly with Quicken. Also give me the login credentials I need to connect Quicken to this service."

    Application-based online banking often requires a different login/PIN than the ones that are used for ATM or web-based banking. When you enable your account for access from Moneydance or Quicken, your financial institution should let you know what customer ID/login and PIN to use. 

    Once that's done, you can setup online banking with these instructions:

    http://help.infinitekind.com/kb/online-banking/setting-up-online-ba...

    Regarding importing from Quicken Essentials, yes, Moneydance can import your data from Quicken Essentials with these instructions:

    http://help.infinitekind.com/kb/importing-data-from-banks-and-other...

    If you haven't already, I encourage you to download our free trial version 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 connections with your bank. If you decide to purchase the program at a later date you can keep all your data, the license key simply unlocks the ability to manually enter more transactions. You can download the trial version of Moneydance from here:

    http://infinitekind.com/downloads

    For more information on how to get the most out of your trial period, check out our blog post on the subject.

    Please let me know if I can be of further assistance, and thank you for your interest in Moneydance!

    Scott Meehan
    Infinite Kind Support

  2. Scott Meehan closed this discussion on 20 Nov, 2015 05:06 PM.

  3. Couch Coach re-opened this discussion on 20 Nov, 2015 05:29 PM

  4. 2 Posted by Couch Coach on 20 Nov, 2015 05:29 PM

    Couch Coach's Avatar

    Perfect. Thank you.

    Regards,
    Kevin Larsen

  5. 3 Posted by Scott Meehan on 20 Nov, 2015 05:41 PM

    Scott Meehan's Avatar

    Hi Kevin,

    We're happy to help! Please let us know if we can be of further assistance!

    Scott Meehan
    Infinite Kind Support

  6. Scott Meehan closed this discussion on 20 Nov, 2015 05:41 PM.

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