Starting up first time with Moneydance

Betty Modugno's Avatar

Betty Modugno

26 Jun, 2016 03:06 AM

Starting up first time,had a quicken account but lost it, can i start from months back and down load previous down loads?

  1. Support Staff 1 Posted by Jenny on 26 Jun, 2016 09:47 AM

    Jenny's Avatar

    Hi Betty,

    Would you like to import your data from Quicken or do you no longer have access to your Quicken software? You can export your data from Quicken in QIF format to import this to Moneydance.

    You can start again from a recent date by downloading the data from your bank. Moneydance supports automatic downloads via Direct Connect, and you can view a list of banks 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. You may need to contact your bank to enable Direct Connect access, and for your login credentials (which generally differ from those used for online banking).

    If your bank is not listed, then 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.

    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:38 AM.

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