free trial

Jody Curran's Avatar

Jody Curran

29 Apr, 2016 12:12 AM

Unable to see how to download the free trial -it's important to know I can download from my Wells Fargo accounts..

  1. Support Staff 1 Posted by Jenny on 29 Apr, 2016 09:28 AM

    Jenny's Avatar

    Hi Jody,

    You can download the trial version of Moneydance here. 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 from your bank or other finance software. 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.

    Moneydance supports Direct Connect, and you can view a list of financial institutions that support this feature here. If your bank is on the list, 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.

    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 Connect 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. "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."

    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.

    I hope this information is helpful. Please let me know if you have any questions or need assistance getting setup.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 30 Jul, 2016 03:53 AM.

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