switching from mint
Hi,
I have been using mint for a long time. The dashboard is nice and easy but it doesn't do what i need it to do.
I really need something easy that will;
allow me to start a budget mid month..
other than that I have a few expenses and would like to see my debts, loans, etc. and be able to have my accounts automatically filter in,
how difficult would that be?
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Support Staff 1 Posted by Jenny on 08 Nov, 2016 12:45 PM
Hi Kelly,
Did you see my response to your other discussion? It's possible you may have missed it if the email reply has gone to your spam/junk folder. Sorry for the confusion.
I'd recommend creating a 'Mixed Interval' budget, which will allow you to set the start date mid month. You can read about creating this type of budget in this article. I've provided a bit more detail in the other reply.
You can create multiple account types, and can easily view the income and expenses with the use of a report. This article details the different reports available and which report to use, depending on the information you'd like to generate.
When you refer to 'my accounts automatically filter in' ... are you meaning automatic downloads from your bank? Can you let me know which banks you'd like to connect to?
Moneydance supports automatic downloads via Direct Connect. You can view a list of financial institutions that support this feature here - http://infinitekind.com/fi
If your bank is listed, you'll find instructions for setting this up here. You may need to contact your bank to enable Direct Connect access, and for your login credentials (which generally differ from those used for ATM or online banking).
If your bank does not support 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
System closed this discussion on 07 Feb, 2017 12:50 PM.