tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/14980-info-pleaseInfinite Kind: Discussion 2020-02-04T20:30:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478094892019-11-05T20:28:46Z2019-11-05T20:28:46Zinfo please<div><p>Hi Peter,<br>
Thank you for contacting Moneydance support.</p>
<p>If you haven't already, I encourage you to download our free trial version and experiment with the program. You can download the trial version of Moneydance from our website on <a href="https://infinitekind.com/downloads">this page</a>.</p>
<p>The trial 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 downloading data from your bank, and importing data from other personal finance software.<br>
If you decide to purchase the program at a later date you can keep all data you have entered during the trial period.</p>
<p>You can find the Moneydance Knowledge Base <a href="https://infinitekind.tenderapp.com/kb/">here</a> which will be useful if you're using the program for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.</p>
<hr>
<p>Moneydance supports a variety of account types, such as:<br>
- Bank Accounts (checking and savings). - Credit Card Accounts and more.</p>
<p>For further information, please refer to <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/types-of-accounts">this article</a> of the <em>Knowledge Base</em>.</p>
<hr>
<p>In regards to creating, editing or deleting <em>Categories</em>, please refer to <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-categories">this article</a>.</p>
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<p>Finally, both the "Income and Expense" and "Income and Expense, Detailed" reports can be used for tax reporting.</p>
<ul>
<li>
<p>Income and Expenses - Displays a summary of your income and expenses. You can specify which income and expense categories to include in the report, as well as the source accounts. This report can be filtered by tag, grouped by a time period, and can be set to include liability/loan accounts.</p>
</li>
<li>
<p>Income and Expenses, Detailed - Same as the Income and Expense report except that it also lists the individual transactions that make up the totals.</p>
</li>
</ul>
<p>I hope this information is helpful. Please let me know if you have further questions or need any assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy