Put a page like this one from 2015 at hte very top of the 2019 Getting Started page

813bruce's Avatar


10 Jul, 2020 06:14 PM

- Put this page:
somewhere blatantly obvious, like at the top of this section:
- Also, put the link to that page at the top of the ARCHIVE - Getting Started section on this page:
- And move that section to the very first place on the top left on that page.

I am trying out Moneydance. I have never used a software for finances before.

Because of this, I don't know what to do first. Searching online brings me to a 2015 page (https://infinitekind.zendesk.com/hc/en-us/articles/200975413-Getting-started-with-Moneydance) that tells me "Please join us at our new location!" I think, "This must be where the correct steps for setting up the 2020 version of the software is, instead of the old cruddy 2015 we don't do it that way anymore software."

Sure enough, there is a Getting Started section. Sweet. Read it looking for a part that includes the basic first steps I must do. Nope not there. I look at the knowledge base a little. Not blatantly evident.

Here is this completely useful software that I definitely want to use with a Getting Started section that reads like I already know everything about how I want to use it. This is a not good thing. I fight the urge to type insulting things at you in the manner of an internet troll circa 2004, when hatred ran the internet and people were actually good at trolling.

Please make your Getting Started easy for Luddites and Idiots, of which I am apparently one of.


  1. Support Staff 1 Posted by Maddy on 15 Jul, 2020 01:05 PM

    Maddy's Avatar

    Hi Bruce,

    We are sorry to hear about the problem you have encountered.

    You can find the Knowledge base here
    The articles are broken into sections and you can search at the top of the page.

    I would suggest starting from the Overview and follow the links to other articles on the right side of the page.

    If you let me know which features and functions you'll be using, I'd be happy to provide guidance and links to the articles you'll need.

    Additionally to the Knowledge Base you can search through public customer discussions on the forum.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  2. 2 Posted by 813bruce on 06 Aug, 2020 06:04 PM

    813bruce's Avatar

    Hi Maddy,

    I think you misunderstand.

    The information is already on your site.

    1) It is just in a bad location.
    2) Plus, the most necessary information you have is hidden and from an old version.

    The TLDR up at the top of that post explains it.


  3. 3 Posted by 813bruce on 12 Aug, 2020 08:23 PM

    813bruce's Avatar

    You know what, Maddy? I was wrong. I apologize. My software is still not set up regardless of how useful the older versions of instructions are.

    Can you help set this thing up for 3 savings, 3 checking, and 1 money market accounts, as well as a retirement account and various web accessible bills?

    And as I type this, it occurs to me that this software might not be able to keep track of my bills.

    Can it?

  4. Support Staff 4 Posted by Maddy on 13 Aug, 2020 09:56 AM

    Maddy's Avatar

    Hi Bruce,

    We are here to offer you support, as much as we can.

    So, first of all, please can you confirm which version and build of Moneydance are you using?
    To check, open Moneydance and select Help --> About Moneydance (or Moneydance --> About Moneydance on a Mac) where the version and build number will be displayed.

    Can you let me know which operating system you're running on your computer/s?

    Do you download transactions from the bank, or do you input all transactions manually?

    If you download from the bank, do/would you use Direct Connect automatic downloads, or do you download files from the banks website? If you download from the banks site, which file format do/would you use?

    Generally, you can create a new file by selecting "Create New Account Set" as outlined here.

    Secondly, the steps for creating accounts are outlined here.

    For 'Credit Card Accounts' please refer to this article

    This article should provide a comprehensive list of the Types of Accounts you could have in Moneydance.

    To Create an Investment Account, please see here

    Once, you have created your accounts, you need to verify which of your banks support direct Connect.

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of** financial institutions** that support this feature here.

    If your bank is listed, you can set this up within Moneydance by navigating to Online --> Set Up Online Banking. Then select 'New Connection' and choose your financial institution from the list.
    Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. When you do this, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for ATM or online banking. You can find the steps for setting this up outlined in this article.

    If your bank does not support Direct Connect, you are still able to easily import your data into the program. 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, OFC or QIF files (aka Quicken or MS Money files), any of which will import cleanly into Moneydance. You can find the steps for manually importing your data in this article.
    You can also open your banks website directly from Moneydance by selecting Online --> Open Account Website, which makes the download process easier.

    Finally, for setting up Online Bill Payment, please follow the steps outlined on this page.

    I hope this information is helpful. Please let me know if you have further questions or need any assistance.

    Maddy, Infinite Kind Support

  5. System closed this discussion on 12 Nov, 2020 10:00 AM.

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