tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/14988-multiple-bank-accountsInfinite Kind: Discussion 2020-02-05T18:00:26Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T13:23:21Z2019-11-06T13:23:21ZMultiple bank accounts<div><p>Hi Rob,<br>
Thank you for contacting Moneydance support.</p>
<p>Firstly for creating your accounts within Moneydance, please refer to <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-accounts">this article</a>.</p>
<p>Moneydance supports automatic downloads using Direct Connect, and you can view a list of financial institutions we've already established connections with on <a href="https://infinitekind.com/fi">this page</a>.<br>
If your bank/s are 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.</p>
<p>Most banks require that you contact them to enable Direct Connect before you can download your data from within Moneydance. Have you already done this?</p>
<p>When you enable Direct Connect, you'll be given the login credentials you need to connect. Generally, these login details differ from those used for other services like ATM or online banking.</p>
<p>By only using Direct Connect, we can guarantee that your username, password and financial data only ever exists with your bank or on your own personal computer, and at no point are your details stored on another server.</p>
<p>You can read more about why we only support this connection type in our <a href="https://infinitekind.com/blog/online-banking-privacy-security">blog</a> and also in <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/express-web-connect">this article</a>.</p>
<p>Without Direct Connect, you are still able to easily import your data into the program. The best way to get your transactions into Moneydance is to use a web browser to download files from your bank's web site.</p>
<p>We'd recommend you download using the OFX or QFX file format if available. If not, use the QIF file format. (These files are sometimes referred to as Quicken or MS Money files). You can import the files to Moneydance using File --> Import.<br>
The steps for manually importing your data are outlined in <a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/manual-downloads">this article</a> from the knowledge base.</p>
<p>Moneydance 2019 includes en embedded browser (currently a beta feature) that makes downloading from the banks website much easier. We're also working on another feature (coming soon) that will remember how you download from the banks site and help to automate the manual import process.</p>
<p>Finally, you can find the <em>Knowledge Base</em> <a href="https://infinitekind.tenderapp.com/kb/">here</a>. <br>
The articles are broken into sections and you can search at the top of the page.</p>
<p>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.</p>
<p>Additionally to the Knowledge Base you can search through public customer discussions on the forum.</p>
<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>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T13:34:35Z2019-11-06T13:34:36ZMultiple bank accounts<div><p>Thanks, I have been able to do what I asked for.</p></div>Rob Elliotttag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T13:43:00Z2019-11-06T13:43:00ZMultiple bank accounts<div><p>You are welcome! I'm very pleased to hear that.<br>
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T17:17:15Z2019-11-06T17:17:16ZMultiple bank accounts<div><p>I have one more question. I had intended to download this program to my mac book, however i loaded it to my desktop. is it possible to have it transferred to my lap top?<br>
Thank you<br>
Rob</p></div>Rob Elliotttag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T17:31:56Z2019-11-06T17:31:56ZMultiple bank accounts<div><p>I am not support staff, just a user.<br>
Hi Rob.</p>
<p>For personal use within a household you can install Moneydance on a unlimited number of computers running different operating systems, Windows, Mac and Linux. Just use the same key see <a href="https://infinitekind.tenderapp.com/kb/purchasing-and-upgrading/licensing-policy">https://infinitekind.tenderapp.com/kb/purchasing-and-upgrading/lice...</a></p>
<p>You can also sync your data between all your computers, add a transaction on one computer and see it appear on the other computers within 60 seconds see <a href="https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data">https://infinitekind.tenderapp.com/kb/syncing-and-sharing-data</a></p>
<p>You can also sync using a free mobile app to mobile devices, e.g. phones.</p>
<p>Hope this helps.</p></div>derekkent23tag:infinitekind.tenderapp.com,2009-01-14:Comment/478122832019-11-06T17:59:57Z2019-11-06T17:59:57ZMultiple bank accounts<div><p>Thanks, you really helped</p>
<p>Sent from my iPad</p></div>Rob Elliott