tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2375-starting-up-first-time-with-moneydanceInfinite Kind: Discussion 2016-10-02T02:42:52Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/401959002016-06-26T09:47:22Z2016-06-26T09:47:22ZStarting up first time with Moneydance<div><p>Hi Betty,</p>
<p>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.</p>
<p>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
<a href="http://infinitekind.com/fi">here</a>.</p>
<p>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).</p>
<p>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.<br>
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.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny