GETTING STARTED

Kimberly's Avatar

Kimberly

08 Mar, 2016 01:00 AM

Okay, so Im no computer wizz but have just purchased this software, downloaded, followed the directions and cant get to anything that allows me to start the process of downloading bank account information or in fact anything at all - so how do I get started - I mean from the beginning once I have the programme downloaded?
Thanks

  1. 1 Posted by dwg on 08 Mar, 2016 02:16 AM

    dwg's Avatar

    Have you looked at the User Manual? You can download it from:

    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

    Also the knowledge base has many articles on specific aspects of using Moneydance:

    http://help.infinitekind.com/kb/user-guides/moneydance-2015-user-guide

  2. Support Staff 2 Posted by Jenny on 08 Mar, 2016 10:15 AM

    Jenny's Avatar

    Hi Kimberly,

    If you're new to Moneydance, I'd recommend following the link Des has provided above and checking out the User Guide - the first few chapters specifically which detail getting started and setting up your accounts.

    Regarding downloading transactions from your bank, you can view a list of our supported financial institutions here - http://infinitekind.com/fi

    If your bank is on the list, this means they support direct OFX connections. You can setup 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, it appears 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, which makes the download process easier.

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

    Jenny
    Infinite Kind Support

  3. System closed this discussion on 07 Jun, 2016 10:20 AM.

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