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Initial Setup

Annetta Crews's Avatar

Annetta Crews

Feb 03, 2018 @ 06:36 PM

Good Morning,

I have purchased your product to replace the ever more expensive Quicken. In Quicken I have several banking accounts in one file. I imported the file into MoneyDance; however, I am unable to figure out how to get the online banking configured to download my transactions. I see online banking but if does not give me an options to put in my user credentials.

thanks in advance,
Annetta

  1. Support Staff 1 Posted by Ethan on Feb 03, 2018 @ 08:13 PM

    Ethan's Avatar

    Hello Annetta,

    You can find instructions for setting up direct connections with your bank with screenshots at: http://help.infinitekind.com/kb/online-banking-and-bill-pay/direct-...

    Ethan
    Infinite Kind Support

  2. System closed this discussion on May 05, 2018 @ 08:20 PM.

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