bill payment (chase) & import from quicken

tech's Avatar

tech

15 Jul, 2022 11:31 PM

can moneydance do the above

  1. 1 Posted by dwg on 15 Jul, 2022 11:41 PM

    dwg's Avatar

    I'm a fellow user.

    Moneydance supports downloads from Chase using Direct Connect, whether Chase supports Bill Pay via Direct Connect is something I will have to leave to others to comment on.

    Pretty much all Personal Finance software vendors store the data in proprietary format files, Quicken is no exception. As such it is generally necessary to use that program to export the raw transaction data into one (preferably) or more QIF files, these Moneydance can import.

    Information on importing QIF files can be found the the Knowledge Base:

    https://infinitekind.tenderapp.com/kb/importing-data-from-other-programs/importing-data-in-qif-format-2

  2. System closed this discussion on 14 Oct, 2022 11:50 PM.

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