Henry on 22 Apr, 2017 07:40 AM
If your bank allows direct connect then you can have automatic downloads of transactions. 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). You can find the steps for setting this up outlined in this article.
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. You can find the steps for manually importing your data in this article.
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 downloading data from your bank, and importing data from other personal finance software.
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.
You'll find the Moneydance 'Getting Started' knowledge base articles here which will be useful if you're using Moneydance for the first time. I'd be happy to provide guidance if you have any questions or need assistance getting setup.
I am not sure what you are saying - "$49.99 one time for the current license and for the next one to come" ??? How long is a license good for? How much will I have to spend in say the next 5 years in order to use MoneyDance on our computer - I don't necessarily feel I need to most up to date version - just something that works
From: Henry <[email blocked]>
To: [email blocked] Sent: Tuesday, April 25, 2017 12:23 PM
Subject: Re: Use of MoneyDance in Canada [Switching to Moneydance #4449]