tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/2550-how-do-i-switch-from-quicken-and-can-you-pay-bills-directly-from-money-danceInfinite Kind: Discussion 2016-10-20T10:50:19Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/403689092016-07-20T23:38:50Z2016-07-20T23:38:53ZHOW do I switch from Quicken AND CAN you pay bills directly from money dance?<div><p>HOW do I switch from Quicken AND CAN you pay bills directly from
money dance?</p></div>JEANNEtag:infinitekind.tenderapp.com,2009-01-14:Comment/403689092016-07-21T10:44:43Z2016-07-21T10:44:43ZHOW do I switch from Quicken AND CAN you pay bills directly from money dance?<div><p>Hi Jeanne,</p>
<p>When importing your data, if the QIF file format is available to
you when exporting from Quicken, you should follow <a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/importing-data-from-quicken-in-qif-format">
these steps</a>. In particular make sure you specify to Import into
a <em>new account</em> rather than an existing account. And you set
the source to "From another program".<br>
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
<a href="http://help.infinitekind.com/kb/importing-data-from-banks-and-other-programs/how-can-i-transfer-my-data-from-quicken-into-moneydance">
these steps</a> to import multiple QIF files.</p>
<p>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.<br>
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 <a href="http://infinitekind.com/downloads">here</a>.</p>
<p>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.<br>
You can view a list of banks that support this feature here -
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
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).</p>
<p>Be forewarned, not all institutions on that list fully support
online bill payment!</p>
<p>If your bank is not listed, then unfortunately they do not
support direct OFX connections, or bill pay features.<br>
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.</p>
<p>Jenny<br>
Infinite Kind Support</p></div>Jenny