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Bank listings

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Shirley Teske

01 Jun, 2016 12:33 AM

Is Hardin County savings bank, eldora a bank listed for compatible banking downloads?

1. 1 Posted by Shirley Teske on 01 Jun, 2016 12:39 AM

   

   The info paragraph to specifically ask bank to enable direct connect is incomplete and does not open after the word "please "

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2. 2 Posted by Ian O on 01 Jun, 2016 09:18 AM

   

   Hi Shirley,

   I think that the paragraph you are referring to is in our auto response email. To read the full article you should be able to click the 'Read more..' link.

   Moneydance supports automatic connections via Direct Connect and you can view a list of our supported financial institutions here - http://infinitekind.com/fi
   Unfortunately, it appears your bank does not support this feature, which Moneydance requires in order to talk directly to a bank. If your banks decides to use Direct Connect in the future we will be happy to assist in setting up a connection.

   Without Direct Connect, 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.

   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.

   I hope this information is helpful, please let me know if I can be of further assistance.

   Ian O
   Infinite Kind Support

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3. 3 Posted by Shirley Teske on 07 Jun, 2016 05:25 PM

   

   I installed moneydance, imported QIF from Quicken, imported from bank and everything went beautifully on my husband's computer. However, I now want to install program on my computer (which does not have the Quicken program on it.) I would install moneydance, would I use New acct or existing?) Then how do I get the Quicken QIF to my computer? Can I use a USB drive, copy backup Quicken to it and then import from it (Don't know if the option exists in import in Moneydance). Very excited about using MD instead of Quicken, (Nothing but trouble) and the download from bank transactions was a breeze.

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4. Support Staff 4 Posted by Ethan on 08 Jun, 2016 01:00 AM

   

   Hello,

   To clarify, do you want to bring the same information over to that computer? If so, there's no need to go through the input process again; simply copy over your existing Moneydance data file from one computer to the other:

   1. Go to Help -> Show Documents folder from the Moneydance menu bar.
      
   2. Select your yourfilename.moneydance data set in the folder that appears.
      
   3. Copy this data set to your other computer, and place it where you want to store it.
      
   4. Use the open other option from the Moneydance welcome screen or the menu bar (File -> Open -> Open Other) to select your yourfilename.moneydance data set.

   All of the data you have created on one computer should now appear exactly the same on the other.

   Ethan
   Moneydance Support

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5. System closed this discussion on 02 Oct, 2016 02:36 AM.