tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/295-switching-from-quickens-microsoft-to-moneydance-macInfinite Kind: Discussion 2015-07-28T15:36:09Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/375006212015-07-28T15:14:12Z2015-07-28T15:14:12ZSwitching from Quickens (microsoft) to Moneydance (Mac)<div><p>1) is moneydance compatible with Canadian banks? Can i download
my transactions with ease? What is the format used to transfer data
from Bank into software?</p></div>tag:infinitekind.tenderapp.com,2009-01-14:Comment/375006212015-07-28T15:36:07Z2015-07-28T15:36:07ZSwitching from Quickens (microsoft) to Moneydance (Mac)<div><p>Hi Mendezc357,</p>
<p>Unfortunately, there aren't any Canadian banks that support
direct OFX connections, which Moneydance requires in order to talk
directly to a bank. The best way to get your transactions into
Moneydance is to use a web browser to download them from your
bank's web site. You can download into QFX, QIF, OFX or OFC files
(sometimes referred to as 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.</p>
<p>If your bank begins to support direct OFX connections in the
future, we will be happy to work with them.</p>
<p>If you haven't already, I encourage you to download our free
trial version and experiment with the program before you decide if
you would like to purchase it. 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
connections with your bank. 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 from here:</p>
<p><a href="http://infinitekind.com/downloads">http://infinitekind.com/downloads</a></p>
<p>For more information on how to get the most out of your trial
period, check out our <a href="http://infinitekind.com/blog/getting-the-most-out-of-your-moneydance-trial">
blog post on the subject</a>.</p>
<p>Please let me know if I can be of further assistance, and thank
you for your interest in Moneydance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehan