Can I test download compatibility before buying Moneydance

Bob Straubel's Avatar

Bob Straubel

27 Apr, 2018 07:24 PM

I have been a Quicken user for over 20 years but have continuing problems with downloading transactions so I want to be able to test compatibility with financial institutions before buying. Is there a trial period for testing bank compatibility?

  1. 1 Posted by -Kevin N. on 27 Apr, 2018 08:29 PM

    -Kevin N.'s Avatar

    HI Bob,

    You can download the trial-version of Moneydance here:
    http://infinitekind.com/download-moneydance-personal-finance-software

    Moneydance uses direct-connect for automatic downloads.
    Here is a link to the financial institutions supported by Moneydance:
    http://infinitekind.com/fi

    Manual downloads support OFX, OFC, QFX and QIF file formats for all accounts. Formatted CSV and TXT file format for Bank and Credit Card accounts only.

    -Kevin N. (not a member of MD support)

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