tag:infinitekind.tenderapp.com,2009-01-14:/discussions/switching-from-another-personal-finance-program/70-reviewsInfinite Kind: Discussion 2018-03-17T10:07:34Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-15T15:26:17Z2015-04-15T15:26:17ZReviews<div><p>Hi Lynn,</p>
<p>Due to restrictions mandated by Apple, the Mac App Store version
of Moneydance is slightly crippled.</p>
<p>If I may make a suggestion, download the free trial version of
Moneydance from the Moneydance website.<br>
<a href="http://infinitekind.com/download-moneydance-personal-finance-software">
http://infinitekind.com/download-moneydance-personal-finance-software</a></p>
<p>Here is a link to the Financial Institutions supported by
Moneydance using direct-connect.<br>
<a href="http://infinitekind.com/fi">http://infinitekind.com/fi</a><br>
Be sure to read the paragraph at the top of the page.</p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-15T15:55:48Z2015-04-15T15:55:48ZReviews<div><p>Hi Lynn,</p>
<p>Both the direct download version of Moneydance and the version
on the Mac App Store can download from BofA and Chase using the
"Direct Connect" access they provide. It does have to be enabled
with the financial institution first, which is why some reviewers
thought that Moneydance was unable to connect. Beyond that, I'll
echo Kevin N's suggestions.</p>
<p>If you need any help getting those connections setup, we're
happy to help! Please let us know if we can be of further
assistance!</p>
<p>Scott Meehan<br>
Infinite Kind Support</p></div>Scott Meehantag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-19T22:22:56Z2015-04-19T22:22:57ZReviews<div><p>Hi,</p>
<p>Thanks for the advice.</p>
<p>I just noticed that the fine name at the top of my Moneydance
trial transaction list is the same as my current Quicken file name.
Am I corrupting my Quicken file? If so, what do you recommend?</p>
<p>New subject: Does Moneydance have an equivalent to
Quicken’s scheduled transactions?</p>
<p>Lynn</p></div>Lynn Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-19T22:28:21Z2015-04-19T22:28:21ZReviews<div><p>I suspect you imported the data from Quicken Essentials so using
the same name would not be a surprise. MoneyDance has its own file
formats and data location so it would not have any impact on the
old quicken file.</p>
<p>For Scheduled Transactions look at MoneyDance Reminders.</p>
<p>Des</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-20T04:54:42Z2015-04-20T04:54:43ZReviews<div><p>Hi again,</p>
<p>Thank you for the excellent and very timely responses to my
queries. I have at least one more: Can I get a report that shows
projected checkbook balances based on the reminder
transactions?</p>
<p>Lynn</p></div>Lynn Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-20T12:18:04Z2015-04-20T12:18:04ZReviews<div><p>Hi Lynn,</p>
<p>There is an excellent third party extension called Money
Foresight.</p>
<p>With it you can generate a Table view of upcoming Reminders, a
Graph view of Reminders which can be placed on the Summary Page as
well as a Reminder Summary.</p>
<p>There is an option to place a marker(s) on the Graph. I use one
to indicate my minimum required balance for my checking
account.</p>
<p>Also there is an option to export the data to a CSV file so as
to load it into a spreadsheet for further manipulation.</p>
<p>There is a free version of Money Foresight that will forecast
out to 1 month. The fully functional version is $10.</p>
<p><a href="http://www.moneyforesight.com/">http://www.moneyforesight.com/</a></p>
<p>HTH -Kevin N.</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-21T19:58:07Z2015-04-21T19:58:07ZReviews<div><p>Hi,</p>
<p>I recently purchased Moneydance and have invested quite a bit of
time in implementing it. I was able to go online with USAA using
the information they provided, even tho’ they did not seem to
have heard of Moneydance. After that success, I tried Bank of
America with whom we have 2 credit cards and they tell me that
Moneydance in not enabled with Bank of America. I did not interpret
your email below in that manner, but now I see that you were
technically correct. Is it possible for you guys to convince B of A
that they should enable Moneydance?</p>
<p>Lynn</p></div>Lynn Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-04-22T14:36:26Z2015-04-22T14:36:26ZReviews<div><p>Hi Lynn,</p>
<p>Many financial institutions will require you to enable your
accounts for application-based online banking. You can accomplish
this by asking your bank to set up your account for direct
connections from Quicken.</p>
<p>Moneydance uses exactly the same OFX server connection protocol
as Quicken but your bank representative may not know this and
mistakenly believe that you can not connect in Moneydance. Calling
up your bank and stating precisely the following should get you
started. "Please enable direct connect on my account such that I
can connect to your servers directly with Quicken. Also give me the
login credentials I need to connect Quicken to this service."</p>
<p>Application-based online banking often requires a different
login/PIN than the ones that are used for ATM or web-based banking.
When you enable your account for access from Moneydance or Quicken,
your financial institution should let you know what customer
ID/login and PIN to use. </p>
<p>Please let me know if I can be of further assistance, and thanks
for your interest in Moneydance!</p>
<p>Jerome<br>
Infinite Kind Support</p></div>Jerometag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-05-02T04:00:52Z2015-05-02T04:00:53ZReviews<div><p>Hi Kevin,</p>
<p>I downloaded this program and got the attached message when I
double clicked on it. If this normal for this program?</p>
<p>LYNN</p></div>Lynn Taylortag:infinitekind.tenderapp.com,2009-01-14:Comment/365838762015-05-02T07:43:57Z2015-05-02T07:43:57ZReviews<div><p>Hi Lynn,</p>
<p>Yes, that is normal and understandably annoying.</p>
<p>What it means is that the source code for the extension has not
been reviewed by the Moneydance developers themselves. Once they
are happy with it, they will build the extension from that source
code, apply their digital signature and host it on their server so
that it can be downloaded automatically by Moneydance.</p>
<p>Now that this is a commercial extension I've chosen to keep the
source code private and host it on my own server. Unfortunately,
this means that you get this warning. I hope to talk to the
Moneydance team at some point to come up with a solution that looks
a little less scary.</p>
<p>Hope this helps.</p>
<p>Kevin</p></div>Kevin Stembridge