can you download the first free 100 transactions from a bank account

Catherine T Mohin's Avatar

Catherine T Mohin

12 Aug, 2020 09:42 PM

Or must you manually add them in. And then if you buy Moneydance, can you download from as many accounts as you have - I have several credit cards and more than one checking and savings.

  1. 1 Posted by dwg on 12 Aug, 2020 09:49 PM

    dwg's Avatar

    I'm a fellow user.

    The trial limit of 100 transactions only applies to manually entered transactions. So transactions that you may download from a bank or import from a QIF file obtained from other software does not count towards this limit.

    For example I performed a complete migration from another Financial software program while still in trial mode.

  2. 2 Posted by Catherine Mohin on 12 Aug, 2020 10:27 PM

    Catherine Mohin's Avatar

    ah - but I don't have anything to import, not a quicken or other user. I
    just wanted to see what downloaded transactions looked like before I buy
    this

  3. 3 Posted by dwg on 12 Aug, 2020 10:34 PM

    dwg's Avatar

    Some Banks in the US support Direct Connect which allows for automatic download of transactions.

    Pretty much all bank's world wide allow you to download transaction files from their Internet Banking sites which you can import into Moneydance, formats like OFX, QFX, QIF and even some CSV files, OFX/QFX files being preferred if available.

    So if you install Moneydance it will be in trial mode, you can look at the bank's site and see what they offer for download, download some transaction files and try importing these. You do not need to buy Moneydance to do this.

  4. 4 Posted by Catherine Mohin on 12 Aug, 2020 10:42 PM

    Catherine Mohin's Avatar

    Thank you!!

  5. 5 Posted by Catherine Mohin on 12 Aug, 2020 10:50 PM

    Catherine Mohin's Avatar

    one last question - can you import from credit card accounts? I use these
    more than checking

  6. 6 Posted by dtd on 13 Aug, 2020 12:00 AM

    dtd's Avatar

    just a user here.

    Short answer: Yes.

    Banks basically treat credit cards as the opposite of checking, but still support all the same types of files that can be imported to MD.

  7. Maddy closed this discussion on 13 Aug, 2020 04:56 PM.

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