Fidelity Cash Account

Bob Cochran's Avatar

Bob Cochran

10 Dec, 2015 01:54 PM

I found an older thread that said that Money Dance could only import investment type transactions from Fidelity. I use Fidelity for checking, bill pay, as well as investments so if the older thread is correct I won't be able to use Money Dance.

So, would you confirm that Money Dance cannot be used with Fidelity's Cash Management account for checking account/expense type transactions or alternatively provide instructions as to how it can be used.

Thanks.

  1. Support Staff 1 Posted by Jenny on 10 Dec, 2015 01:59 PM

    Jenny's Avatar

    Hi Bob,

    You can view a list of our supported financial institutions here - http://infinitekind.com/fi
    If your bank is on the list, then they support direct OFX connections. You can get up online banking with these banks within Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.

    If your bank is not listed, then unfortunately they do not support direct OFX connections, which Moneydance (and other financial software) requires in order to talk directly to a bank.

    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.

    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.

    f 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 importing your data.

    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

    I hope this information is helpful, please let me know if I can be of further assistance.

    Jenny
    Infinite Kind Support

  2. Jenny closed this discussion on 10 Dec, 2015 01:59 PM.

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