Customer Support

William E Wolf's Avatar

William E Wolf

07 Nov, 2016 07:12 AM

In all the information that I read about Moneydance, the question of customer support never came up and that includes your own web site. One of the complaints made by a lot of people including myself is Customer Support is nearly none existent. I have been a long time user of Quicken and before that Microsoft Money. In your web site you show examples of your online transaction reporting, which looks similar to Quicken and you state that you do download data from banks like Bank of America, which have Banking and Credit Card transaction to download.

Please respond to the above questions.

Thank you.

  1. Support Staff 1 Posted by Jenny on 07 Nov, 2016 11:24 AM

    Jenny's Avatar

    Hi William,

    You can contact the support team as you have done via the forum. You can create a discussion and a member of the support team will get back to you. If your discussion is public its possible you'll also hear from another Moneydance customer. We aim to respond to all discussions as quickly as we can.

    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 your banks or other 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 from here -

    Moneydance supports automatic downloads via Direct Connect, and you can view a list of financial institutions that support this feature here - Unfortunately, Bank of America has recently discontinued their support for Direct Connect activations.

    If any of your other banks are listed, you'll find instructions here for setting up automatic downloads. 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.

    You can find instructions here for importing your data from Quicken. First export your data from Quicken in QIF format, then follow the steps to import this file into Moneydance.

    Please let me know if you have further questions or need any assistance getting setup.

    Infinite Kind Support

  2. 2 Posted by dwg on 07 Nov, 2016 08:01 PM

    dwg's Avatar

    For what it is worth existing BoA customers who have Direct Connect enabled may be able to still connect using the instructions in the post:

    Of course who knows when it may get turned off.

  3. System closed this discussion on 06 Feb, 2017 08:10 PM.

Comments are currently closed for this discussion. You can start a new one.

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