tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/1468-transition-to-md-windows-from-quicken-2013Infinite Kind: Discussion 2016-05-30T11:20:21Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/392802012016-02-29T11:19:03Z2016-02-29T11:19:03Ztransition to MD windows from Quicken 2013<div><p>Hi Dale,</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 <a href="http://infinitekind.com/downloads">here</a></p>
<p>You can follow the steps in <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
this article</a> which details exporting your data from Quicken and
importing to Moneydance.</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>
If your bank is listed, 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.</p>
<p>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.<br>
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.<br>
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.</p>
<p>Direct Connect uses 128bit (or higher) SSL connections with a
special OFX certificate that OFX servers must be signed with. It is
very secure.</p>
<p>Moneydance is not a cloud-based software. All of your data is
stored locally, and is not sent to our company in any way.</p>
<p>I hope this information is helpful, please let me know if you
have any other queries.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny