HOW do I switch from Quicken AND CAN you pay bills directly from money dance?

JEANNE's Avatar

JEANNE

20 Jul, 2016 11:38 PM

HOW do I switch from Quicken AND CAN you pay bills directly from money dance?

  1. Support Staff 1 Posted by Jenny on 21 Jul, 2016 10:44 AM

    Jenny's Avatar

    Hi Jeanne,

    When importing your data, if the QIF file format is available to you when exporting from Quicken, you should follow these steps. In particular make sure you specify to Import into a new account rather than an existing account. And you set the source to "From another program".
    It is highly recommended to export all Quicken data into a single QIF file, as doing so makes the import process much smoother. Please use the option in Quicken to export "all accounts" if available. The one exception to this is if you have accounts in more than one currency - if thats the case, then you can follow these steps to import multiple QIF files.

    If you haven't already, I encourage you to download our free trial version and experiment with the program. 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 Quicken.
    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. You can download the trial version of Moneydance here.

    Online Bill Pay is available if this is supported by your financial institution, as many banks do not support this feature. Firstly, you will need to set up online banking.
    You can view a list of banks that support this feature here - http://infinitekind.com/fi
    If your bank is on the list, then 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).

    Be forewarned, not all institutions on that list fully support online bill payment!

    If your bank is not listed, then unfortunately they do not support direct OFX connections, or bill pay features.
    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.

    Jenny
    Infinite Kind Support

  2. System closed this discussion on 20 Oct, 2016 10:50 AM.

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