tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1425-chaseInfinite Kind: Discussion 2016-03-01T11:15:47Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/391901202016-02-17T09:32:46Z2016-02-17T09:32:46ZChase<div><p>Hi Essie,</p>
<p>There are two methods that personal finance software can use to
access your accounts: direct connect and web connect.</p>
<p>With web connect, the software basically connects to your bank's
website and downloads and imports OFX, QFX, QIF, and OFC files
automatically. This is likely what you were using with Quicken.</p>
<p>Direct connect actually connects to a server at your bank
instead of their website and usually requires different login
credentials than you would use to log into your banks website.</p>
<p>Moneydance only supports automatic connections through direct
connect and not web connect.</p>
<p>You can view a list of our supported financial institutions here
- <a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
'Chase' is on the list, which 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.</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken. Moneydance uses exactly the same OFX
server connection protocol as Quicken but your bank representative
may not know this and mistakenly believe that you can not connect
in Moneydance. Calling up your bank and stating precisely the
following should get you started. <em>"Please enable direct connect
on my account such that I can connect to your servers directly with
Quicken. Also give me the login credentials I need to connect
Quicken to this service."</em></p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use.</p>
<p>If 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.</p>
<p>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 - <a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny