Moneydance Trial Limitations

Jeff Yunes's Avatar

Jeff Yunes

30 Nov, 2018 06:12 PM

Hi Moneydance,

I'm interested in adopting your product. Part of my evaluation concerns how well Moneydance imports transactions from my financial institutions. However, the trial is limited to manually entered transactions.

Please consider adding this feature to your trial.

Thanks!

  1. 1 Posted by -Kevin N. on 30 Nov, 2018 06:49 PM

    -Kevin N.'s Avatar

    Hi Jeff,

    There is a 100 transaction limit on manually entered transactions in the trial-version of Moneydance.

    There is however no limit on imported transactions. This provision is specifically to allow users to test the abilities of the program to import their data from other programs (e.g. Quicken) and / or from their financial institutions.

    Moneydance exclusively uses direct-connect to import data automatically. Here is a link to the list of supported financial institutions.
    http://infinitekind.com/fi

    If your bank is not supported, Moneydance can manually import OFX, OFC, QFX and QIF file formats into most any account type. It can also import formatted CSV and TXT file formats into Bank and Credit Card accounts.

    Most financial institutions provide one or more of the above-mentioned formats.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by Eugene Crosby on 15 Feb, 2019 08:02 PM

    Eugene Crosby's Avatar

    I tried to obtain the test Moneydance , did all of the stuff for Windows
    no sign of the program on my computer. Been waiting all day

  3. 3 Posted by dwg on 15 Feb, 2019 08:05 PM

    dwg's Avatar

    I'm a fellow user.

    To use moneydance in trial mode you just have to download it from:

    https://infinitekind.com/download-moneydance-personal-finance-software

    Install it and away you go.

    It is not clear what you have done.

  4. System closed this discussion on 17 May, 2019 08:10 PM.

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