Downloading Data

Peter Weaver's Avatar

Peter Weaver

25 Oct, 2016 04:11 PM

Can Moneydance be used in the UK? Can it access my bank account to download data or do I have to download the data first into an OFX or a CSV file? Do I have to pretend the $ are £ or does it fully support sterling?

Thank you.

Peter.

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  1. Archive - How can I download data from my bank automatically?

    This is an archived document. Please refer to the more recent knowledge base articles on this page

    Using ‘Direct Connect’ allows Moneydance to connect to a server at your bank (instead of their website) and usually requires different login credentials than you would use to log into your banks site. You can view this knowledge base article to see if your bank supports Direct Connect, and how to get...

    See more..
  1. Support Staff 1 Posted by Jenny on 25 Oct, 2016 04:27 PM

    Jenny's Avatar

    Hi Peter,

    There isn't a specific 'UK version' as it can be downloaded and used from anywhere. You can set British pounds as the main currency (although others can still be used) and within preferences you can set your 'Locale' to 'English - UK' rather than US. This will amend settings such as change 'Check' to 'Cheque'.

    Moneydance supports automatic downloads via Direct Connect. You can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
    I am also based in the UK, and unfortunately I am not aware of any UK banks that support this feature.
    Without Direct Connect, you are still able to import your data into the program. 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. 2 Posted by Peter Weaver on 25 Oct, 2016 04:34 PM

    Peter Weaver's Avatar

    So quick and so complete! Thank you very much.

  3. Support Staff 3 Posted by Jenny on 25 Oct, 2016 04:38 PM

    Jenny's Avatar

    No problem at all Peter! I forgot to mention - if you haven't already you can 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 importing your data from your banks or other personal finance software.
    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:
    http://infinitekind.com/downloads

    Jenny
    Infinite Kind Support

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